Financial Planning

Concentrated Stock Positions

One of the more enviable dilemmas in investing involves deciding how to deal with a large concentrated stock position. There…

How do we overcome our emotions to achieve better investment performance? Here are three keys to overcoming emotional investment decisions...

Everyone wants to minimize burdens that their family faces in a time of emergency, illness or death. Minimizing these burdens…

One of the biggest challenges with finding the right financial advisor is that it is a very personal decision and…

In the medical profession, small mistakes can have grave consequences, so it’s no wonder medical professionals have become a huge…

On behalf of the Beacon Pointe family, we want to wish you the best during this holiday season, and thank…

During a recent conversation with a few friends, one of them posed the question: "Why don't I get to drive…

With interest rates at all time lows and the 10 year treasury hovering around 1.8% people are beginning to doubt…

Above is a diagram I put together back in 2011 that was shared and discussed with our Beacon Pointe Investment…