Beacon Pointe Videos

A dedication to education is a Beacon Pointe hallmark.

Whether you’re seeking economic and investment updates, financial and estate planning tips, committee governance and best practices, or holistic health and wealth concepts, we have videos that cover it all.

Macro & Markets

A macroeconomic and market update from Beacon Pointe CIO, Michael Dow, CFA, and Deputy CIO, Julien Frazzo.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

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Macro & Markets: February 2025 - An Update from Chief Investment Officer, Michael G. Dow

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Macro & Markets: December 2024 - An Update from Chief Investment Officer, Michael G. Dow

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Macro & Markets: August 2024 - An Update from Chief Investment Officer, Michael G. Dow

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Macro & Markets: May 2024 - An Update from Chief Investment Officer, Michael G. Dow

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Macro & Markets: February 2024 - An Update from Chief Investment Officer, Michael G. Dow

YouTube Video UExvWTZybHdSa0l6MVNwcWtEQm9lbGNRQnpZNXAtUFZWYS4yMUQyQTQzMjRDNzMyQTMy

Macro & Markets: December 2023 - An Update from Chief Investment Officer, Michael G. Dow

Timely Topical Conversations

Covering a wide range of conversational topics that impact financial well-being and overall holistic health.

This educational session, moderated by Beacon Pointe Senior Wealth Advisor, Julia Cummings, and joined by Acrisure Account Executive, Fred Giron, CPCU, AIC, is dedicated to helping Californians and those impacted by the recent Los Angeles fires gain a better understanding of their property and casualty insurance coverage. Get answers to frequently asked questions, decode key policy terminology to better understand your coverage, and learn essential tips from a trusted insurance broker to protect your most precious assets.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

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Decoding Your California Insurance Coverage

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Financially & Fashionably Fabulous: Enhancing Confidence Through Style and Financial Planning

With aging loved ones, protecting their financial well-being is vital. Join Beacon Pointe's guest speaker, Heather Whitaker Goldstein with The Van Winkle Law Firm, and Beacon Pointe moderator Jacqui Friedrich to learn how to protect and empower families against financial exploitation and discern prevalent financial scams and abuse targeting loved ones.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci45ODRDNTg0QjA4NkFBNkQy

Empowering Elders: Safeguarding Against Fraud & Financial Abuse

Would you like to learn how to better align your time, talents, and treasure with your philanthropic goals? Are you hoping to have a greater impact with your philanthropy but aren't sure how to go about doing so? Do you know the various investment vehicles that can be utilized to maximize strategic tax planning surrounding your charitable efforts?

Amy Holdsman has the experience and knowledge to help you identify where and how they can have the most impact and develop a plan of action for purposeful engagement.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci5EMEEwRUY5M0RDRTU3NDJC

Giving With Purpose & Passion: Making the Most of Your Charitable Giving

At Beacon Pointe, our team dedicates a great deal of time ensuring the protection of our client's information and assets. As our panelists shared in our recent event, cybercrime has increased by 600% since the onset of the COVID-19 pandemic. We thank the Charles Schwab Technology Consulting Team for joining Beacon Pointe Chief Technology Officer, David Le, in a dynamic conversation about cybersecurity best practices and safety measures to protect personal data.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci5GNjNDRDREMDQxOThCMDQ2

Addressing Risk From All Angles: A Lesson in Cyber Safety and Security

Thank you to those who joined us for our recent Women's Advisory Institute ('WAI') virtual event - 'Anxiety and Our Children.' With the health and happiness of our clients and their families being at the forefront of what we do, this topical event was one that is near and dear to our hearts at Beacon Pointe. We were humbled to have the opportunity to host an open and honest conversation about mental health in children, adolescents and young adults.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.

YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci45NDk1REZENzhEMzU5MDQz

Anxiety & Our Children - A Women's Advisory Institute Event

Foundations of Finance: The Basics of Investing & Financial Planning

This complimentary course is designed for next-gen investors and young adults looking for a refresher on the basics of the economy and personal finance.