The Tax Reform: The Hit to Charity that No One is Talking About
A major premise for the tax reform was to simplify the tax laws. Congress has primarily tackled this goal by limiting…
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Explore institutional insights and perspectives directly from our Institutional Consulting Group, offering thoughtful analysis across markets, strategy, and governance.
Beacon Pointe Addresses the Active vs. Passive Investing Debate at the 35th Annual NAFOA Conference
Beacon Pointe participated in the Native American Finance Officers Association’s (NAFOA) 35th annual conference hosted by the Muscogee (Creek) Nation…
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Stephen Marshall of Wilshire Associates Joins Beacon Pointe
Beacon Pointe adds Director to their Research Team expanding asset allocation efforts. Newport Beach, California – May 15, 2017…
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Defying Disruption, The Key: Transparency
Beacon Pointe’s Institutional Consultants recently attended the 2017 CICA (Captive Insurance Companies Association) conference held in San Diego (March 12…
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A Guide to Sustainable and Responsible Investing
Many companies want to make a lasting impact, not only with the services and products they sell, but also with…
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The Brain & the Bond Market – Annual Beacon Pointe Investment Forum Highlights
Beacon Pointe’s Sixth Annual Investment Forum THE BRAIN & THE BOND MARKET Thank you to those who were able to…
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Non-Profit Grant Seeking
Grant seeking is an essential component of non-profit fundraising, often comprising the greatest contribution to a charitable organization's bottom line.…
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What Does a Fiduciary Duty Really Mean?
With the recent ruling by the Department of Labor (DOL), there is more focus on the importance of being a…
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The Role of a Fiduciary
When an institutional investor considers the role of a fiduciary with their strategic partners, specifically those managing their endowments, it…
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