On December 20th, 2019, President Donald J. Trump signed into law the Setting Every Community Up for Retirement (SECURE) Act,…
Financial Planning
The legends you leave behind for your grandchildren can be implemented in a way that supports both their personal and financial growth as an individual. Goal setting and clear expectations are…
Beacon Pointe was thrilled to host Girl Scout Troop 4288 at our headquarters office in Newport Beach, CA. As part…
The hustle and bustle of the holiday season is in full swing. The coming weeks will be filled with list…
Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael…
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
A major premise for the tax reform was to simplify the tax laws. Congress has primarily tackled this goal by limiting…
A Roth IRA is an individual retirement plan in which assets grow tax-free and can be withdrawn tax-free in retirement. You can make a tremendous difference in your child’s financial security by…
With the recent ruling by the Department of Labor (DOL), there is more focus on the importance of being a…