Financial Planning

Congrats 2020 (8)

Things You Should Pay Attention to When Choosing an Investment Advisor

One of the biggest challenges with finding the right financial advisor is that it is a very personal decision and no two people or criteria will be the same. Everyone will have their own list of needs, goals, objectives, and biases; all of which can drastically change who the right financial advisor might be. When choosing an investment advisor, there are several things you should pay attention to…

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2013 Year-End Tax Planning is Upon Us!

On behalf of the Beacon Pointe family, we want to wish you the best during this holiday season, and thank you for your continued loyalty and support. It’s also the time of year when we all consider tax moves to improve our current or long-term tax situation. While you might already be looking at opportunities to harvest gains or losses in your portfolio, here are a few other portfolio-related strategies to consider and discuss with your accountant…

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Image Isn’t Everything: Discovering Your Financial Priorities

During a recent conversation with a few friends, one of them posed the question: “Why don’t I get to drive a Range Rover”? In Southern California, RRs are a prominent form of transportation and seem to be around every corner. My friend is a successful attorney with dual household income yet, she doesn’t feel like she can afford to drive a Range Rover. It was a good question and one that I would argue many OC natives have asked themselves…

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The High Cost of Waiting

With interest rates at all time lows and the 10 year treasury hovering around 1.8% people are beginning to doubt the safety of what Fixed Income has to offer. Is there truth to this? Or is it a feeling brought on by media with little validation to back it up? Could it be our emotions getting the best of us? All good questions and…