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…
Financial Planning
In the medical profession, small mistakes can have grave consequences, so it’s no wonder medical professionals have become a huge target of lawsuits today…
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…
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…
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…
Above is a diagram I put together back in 2011 that was shared and discussed with our Beacon Pointe Investment Committee. Even though this chart is over 1 ½ years old, the situation in which each of the developed world countries charted above finds itself hasn’t really changed, and…
We are not saying that participating in up markets is not important – it absolutely is. What we are saying is that in order to compound money at a steady rate over time, an investor does not need to capture all of the upside of the market in good periods if…
What a wild ending to 2012! The uncertainty surrounding the Fiscal Cliff negotiations and then sudden optimism that there would be a last minute compromise to avoid it, tied a nice big bow of volatility to the gift Mr. Market gave us in 2012- an approximate 13% return. The ending to 2012 offers several clues to what we expect to see in 2013. Here are a few of them…
Given today’s uncertain market environment, Beacon Pointe invited three respected investment management firms, First Pacific Advisors, Research Affiliates, and PIMCO to present their thoughts on how institutional and private clients may be able to navigate a possible low-growth and volatile investment environment…
This year’s tax planning is more difficult but potentially more important given the scheduled expiration (“sunset”) of the Bush-era tax cuts. While President Obama has made clear his preference to allow the tax cuts to expire for the wealthy, no one yet knows what compromise might be made as part of a fiscal cliff negotiation.
