Concentrated Stock Positions
October 2, 2014
One of the more enviable dilemmas in investing involves deciding how to deal with a large concentrated stock position. There…
Financial Planning
Explore insights on financial planning, offering practical strategies and perspectives to support informed decisions and long-term financial well-being.
Overcoming Emotional Decision-Making as an Investor
March 5, 2014
How do we overcome our emotions to achieve better investment performance? Here are three keys to overcoming emotional investment decisions...
Take Time Now to Make Tough Times Easier for Loved Ones
February 18, 2014
Everyone wants to minimize burdens that their family faces in a time of emergency, illness or death. Minimizing these burdens…
Things You Should Pay Attention to When Choosing an Investment Advisor
December 22, 2013
One of the biggest challenges with finding the right financial advisor is that it is a very personal decision and…
Physician Practices: Financial Plan and Protect
December 18, 2013
In the medical profession, small mistakes can have grave consequences, so it’s no wonder medical professionals have become a huge…
2013 Year-End Tax Planning is Upon Us!
December 5, 2013
On behalf of the Beacon Pointe family, we want to wish you the best during this holiday season, and thank…
Image Isn’t Everything: Discovering Your Financial Priorities
August 26, 2013
During a recent conversation with a few friends, one of them posed the question: "Why don't I get to drive…
The High Cost of Waiting
April 9, 2013
With interest rates at all time lows and the 10 year treasury hovering around 1.8% people are beginning to doubt…
Path of the Global Economy Going in Two Directions – Which is Our Fate?
February 8, 2013
Above is a diagram I put together back in 2011 that was shared and discussed with our Beacon Pointe Investment…