How to Stretch Your Retirement Nest Egg
May 22, 2026
In this video, we explore practical approaches to extending the longevity of retirement savings. The overview highlights key considerations such…
Videos
Explore videos covering money, markets, financial planning, and the broader factors that shape overall financial well-being. From economic and investment insights to estate planning, governance best practices, and health and wealth perspectives, this collection offers a well-rounded view across topics that matter most.
Tax-Efficient Giving: Mechanics of QCDs and Appreciated Asset Donations
May 22, 2026
In this video, we explore the mechanics of tax-efficient charitable giving through Qualified Charitable Distributions (QCDs) and donations of appreciated…
How to Give Smarter: Comparing QCDs and Appreciated Securities
May 22, 2026
In this video, we provide a high-level overview of two commonly used charitable giving strategies—Qualified Charitable Distributions (QCDs) and donations…
The Value of Deferring Capital Gains Tax
May 22, 2026
In this video, we highlight the value of deferring capital gains tax and its impact on long-term investment outcomes. The…
Macro & Markets: May 2026 – An Update from Beacon Pointe CIO
May 15, 2026
his quarterly macroeconomic update offers a high-level overview of key economic trends shaping the markets. Topics include the latest developments…
Preparing Minnesota Business Leaders: 2026 Secure Choice Retirement Savings Program
May 4, 2026
Minnesota employers are preparing for the 2026 Secure Choice Retirement Savings Program, a state-facilitated initiative aimed at expanding access to…
Women, Wealth, and Wellness
March 20, 2026
Women often spend years prioritizing careers, families, and responsibilities, while their own health quietly takes a back seat. Yet as…
A Women’s Guide to Tax-Smart Wealth
March 19, 2026
In this recording of our virtual women’s workshop, we discuss key considerations for taking a more tax-aware approach to wealth…
Are You on Track for Retirement? A Webinar for Employees of the 3M Company & Solventum
March 10, 2026
Retirement planning can be complex for employees of 3M and Solventum, especially when navigating pensions, 401(k) plans, and company-specific benefits.…