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.

This quarterly macroeconomic update offers a high-level overview of key economic trends shaping the markets. Topics include the latest developments in inflation, interest rates, employment, market volatility, global growth, and geopolitical influences, along with insights into how these factors are influencing investment strategies. Designed to provide clarity amid changing market conditions, this macroeconomic debrief helps investors stay informed and aligned with their long-term investment plans and financial goals. Sign up for future market and economic insights here: https://beaconpointe.com/webinars/ Looking for more data-driven insights? Access our monthly market report: https://beaconpointe.com/beacon-pointe-of-view-a-market-update-may-2025/ 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 UExvWTZybHdSa0l6MVNwcWtEQm9lbGNRQnpZNXAtUFZWYS45NzUwQkI1M0UxNThBMkU0

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

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 UExvWTZybHdSa0l6MVNwcWtEQm9lbGNRQnpZNXAtUFZWYS4zRjM0MkVCRTg0MkYyQTM0

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

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 UExvWTZybHdSa0l6MVNwcWtEQm9lbGNRQnpZNXAtUFZWYS5GM0Q3M0MzMzY5NTJFNTdE

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

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 UExvWTZybHdSa0l6MVNwcWtEQm9lbGNRQnpZNXAtUFZWYS4yMDhBMkNBNjRDMjQxQTg1

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

View More

Timely Topical Conversations

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

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. While some managed retirement accounts may outperform target date funds under certain conditions, this is not guaranteed and depends on various factors including market conditions, investment strategy, and individual investor needs. Past performance is no guarantee of future results. The information set forth herein is confidential and is for the sole use of our clients and prospective clients and only in connection with the purposes for which it is presented. By accepting delivery of the information, the intended recipient agrees that: a) the information set forth and the methodologies utilized herein are proprietary to Beacon Pointe Advisors, LLC (“Beacon Pointe”) and b) no part hereof will be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the purposes expressed without the prior written consent of Beacon Pointe. 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. Beacon Pointe shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or any errors of omission in content regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of Beacon Pointe. In no event shall Beacon Pointe be liable for consequential damages. Beacon Pointe Advisors does not offer legal or tax advice. Please consult with the appropriate tax or legal professional regarding your circumstances. This information is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Only a tax or legal professional may recommend applying this general information to any particular situation or prepare an instrument chosen to implement any design discussed herein. Nothing herein should be relied upon as personalized investment advice, nor should it be considered an individualized recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. An investor should consult with their financial professional before making any investment decisions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by Beacon Pointe) will be profitable or equal to past performance levels. All investment strategies have the potential to profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
YouTube Video UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci45NzUwQkI1M0UxNThBMkU0

Maximizing Your 401(k) and Other Workplace Retirement Plans

Gain insight into what your business is truly worth and how to prepare for a strategic and successful exit. This webinar replay covers four essential focus areas that drive value and readiness. Learn how to avoid common pitfalls, strengthen your business, and align your future and the future of your company for long-term success. 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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci4zRjM0MkVCRTg0MkYyQTM0

What is Your Business Worth?

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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci4yMDhBMkNBNjRDMjQxQTg1

Ready for Retirement?

In the replay of our Women's Advisory Institute ("WAI") virtual workshop, we explored how to navigate business, financial, and life transitions with clarity and confidence. Whether personal or professional, change can create valuable opportunities—this session offers insights and strategies to help you embrace what’s next with purpose and peace of mind. Need support during divorce? Start here: https://beaconpointe.com/divorce-financial-planning/ Lost a loved one? We're here to help guide you: https://beaconpointe.com/losing-a-loved-one/ For more information about WAI, please visit: https://beaconpointe.com/womens-advisory-institute/ Explore upcoming workshops designed to support women on their financial journey: https://beaconpointe.com/webinars/ 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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci5ENDU4Q0M4RDExNzM1Mjcy

Adapting to Change with Confidence

View More

View the latest Webinars and Videos from Beacon Pointe

The Beacon Pointe 'Foundations of Finance' Summer Educational series offers a clear introduction to the economy, investing, and financial planning —ideal for college students and next-gen investors seeking a foundational refresher. In Class 1, we explore the key economic moments that defined monumental highs and lows, what triggered them, and how their ripple effects continue to impact markets, policies, and everyday lives. Gain a deeper understanding of how the past informs the future of our economy, and as educated investors. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLm9iMWtsQXU0QUxv

Foundations of Finance Class 1: The Booms, The Busts, and Their Lasting Effects on Our Economy

Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. While some managed retirement accounts may outperform target date funds under certain conditions, this is not guaranteed and depends on various factors including market conditions, investment strategy, and individual investor needs. Past performance is no guarantee of future results. The information set forth herein is confidential and is for the sole use of our clients and prospective clients and only in connection with the purposes for which it is presented. By accepting delivery of the information, the intended recipient agrees that: a) the information set forth and the methodologies utilized herein are proprietary to Beacon Pointe Advisors, LLC (“Beacon Pointe”) and b) no part hereof will be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the purposes expressed without the prior written consent of Beacon Pointe. 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. Beacon Pointe shall not be liable to customers or anyone else for the inaccuracy or non-authenticity of the information or any errors of omission in content regardless of the cause of such inaccuracy, non-authenticity, error, or omission, except to the extent arising from the sole gross negligence of Beacon Pointe. In no event shall Beacon Pointe be liable for consequential damages. Beacon Pointe Advisors does not offer legal or tax advice. Please consult with the appropriate tax or legal professional regarding your circumstances. This information is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Only a tax or legal professional may recommend applying this general information to any particular situation or prepare an instrument chosen to implement any design discussed herein. Nothing herein should be relied upon as personalized investment advice, nor should it be considered an individualized recommendation, offer, or solicitation for the purchase or sale of any security or to adopt a specific investment strategy. An investor should consult with their financial professional before making any investment decisions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended by Beacon Pointe) will be profitable or equal to past performance levels. All investment strategies have the potential to profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlp0T3duMHdXVXNJ

Maximizing Your 401(k) and Other Workplace Retirement Plans

Gain insight into what your business is truly worth and how to prepare for a strategic and successful exit. This webinar replay covers four essential focus areas that drive value and readiness. Learn how to avoid common pitfalls, strengthen your business, and align your future and the future of your company for long-term success. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkdmMXVJSE13MEpz

What is Your Business Worth?

This quarterly macroeconomic update offers a high-level overview of key economic trends shaping the markets. Topics include the latest developments in inflation, interest rates, employment, market volatility, global growth, and geopolitical influences, along with insights into how these factors are influencing investment strategies. Designed to provide clarity amid changing market conditions, this macroeconomic debrief helps investors stay informed and aligned with their long-term investment plans and financial goals. Sign up for future market and economic insights here: https://beaconpointe.com/webinars/ Looking for more data-driven insights? Access our monthly market report: https://beaconpointe.com/beacon-pointe-of-view-a-market-update-may-2025/ 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkdJR2R3UWNfRUpr

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlZGRXh1ckNFMUtr

Ready for Retirement?

In the replay of our Women's Advisory Institute ("WAI") virtual workshop, we explored how to navigate business, financial, and life transitions with clarity and confidence. Whether personal or professional, change can create valuable opportunities—this session offers insights and strategies to help you embrace what’s next with purpose and peace of mind. Need support during divorce? Start here: https://beaconpointe.com/divorce-financial-planning/ Lost a loved one? We're here to help guide you: https://beaconpointe.com/losing-a-loved-one/ For more information about WAI, please visit: https://beaconpointe.com/womens-advisory-institute/ Explore upcoming workshops designed to support women on their financial journey: https://beaconpointe.com/webinars/ 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLm4xQWxuZ1dPQ244

Adapting to Change with Confidence

We help families successfully and efficiently transfer wealth to the next generation. Some begin planning years before receiving an inheritance, while others start at the time a loved one passes. Regardless of your timeline, our team is here to guide you on your journey. We provide comprehensive wealth planning so that you will understand how to manage risk and preserve wealth. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmtUMjJqSUJXd1U4

Financial Planning for Wealth Inheritors

Being financially secure is more than knowing your risk tolerance, having an investment portfolio in place, or sticking to a budget. It’s about aligning your wealth to fuel your life and legacy goals and all the financial considerations in between – retirement income, healthcare planning, estate and tax planning, and so much more. Let us help you put your best plan forward so you can live your best life. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLk9LbjdYS2NFWUM0

Are You Retired or Nearing Retirement?

Steer through the complexities of stock options, pensions and bonuses, and other important financial components with Beacon Pointe. Our full suite of comprehensive wealth management services is designed for both Fortune 500 employers and employees – ensuring personal financial health is as robust as the corporation you may work for or manage. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmhEeGotRG1UUEVr

Guiding Corporate Employees on Their Path to Retirement

We understand that the journey of entrepreneurship, while rewarding, can also be all-consuming. From startup to scale-up, Beacon Pointe Advisors partners with business owners and entrepreneurs for innovative financial management that meets the unique challenges of growing and selling a business. From retirement plan management to business valuations, equity considerations, and tax implications, our Beacon Pointe advisory team can ensure you know your options and allow you to make confident and informed decisions about your future. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlF4ak1PX1pvTnFz

Navigating Business Owner Financial Planning Complexities

Planning and investing are intertwined – investments propel a financial plan forward and should be uniquely aligned and integrated with your goals. Our allWEALTH® process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnJQNW5CTTZYclNz

Aligning Your Wealth to What Matters Most to You

Beacon Pointe works closely with clients to their 401(k) and other workplace retirement plans help allow them to live their best retirement life by making smart choices now through informed decisions. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmFDUDFrWS1QanFn

Your 401(k) and Other Workplace Retirement Plans

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. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjBhdVpTbzlQQnlr

Find Your People at Beacon Pointe Advisors

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmIxeVBSTm5BRklF

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

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.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlJaLWFFcWVrcmQ4

Decoding Your California Insurance Coverage

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjZ3UE9nM3d0eEtj

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnp3QzI1VWJHMkZr

How to Replace Your Paycheck When You Retire: A Webinar for Employees of the 3M Company & Solventum

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmtmZ3lFUmtYZ2pF

Year-End Tax Planning Tips: A Webinar for Employees of the 3M Company & Solventum

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. 'Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. The rankings on this slide relate only to the book and should not be interpreted as a recommendation or endorsement of Beacon Pointe's advisory services. Beacon Pointe Advisors did not pay to participate in any award or survey. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services. Barron's and Financial Planning Magazine are not current clients of Beacon Pointe; additionally, the publications mentioned above are not being compensated for the endorsement of 'Your Dollars, Our Sense.'
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkhRZVJuNmIxM1dn

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

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. 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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjZ6M3RKaUFGalRJ

Beacon Pointe Advisors Celebrates National Sports Day

A Conversation with Libby Cantrill, PIMCO’s Head of Public Policy, and Michael Dow, Beacon Pointe’s Chief Investment Officer. Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this discussion are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkJNN1ZVVm5XYzM0

A View from Washington Inside the U.S. Elections

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmMxLXA2c084dW1Z

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjQ1RE1YSEd1VDNB

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjVEcF9kTHBacUVN

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkIzV25SSjZNTnBV

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmtDOGtmODgwaE1B

Empowering Elders: Safeguarding Against Fraud & Financial Abuse

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlQ1UWR5d1dPT2g0

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

Contacts: Marcie Glenn CEO and Chief Talent Strategist, Another Source MarcieG@anothersource.com Jesse Crane Business Development, Institutional Consulting, Beacon Pointe Advisors JCrane@beaconpointe.com Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this webinar are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmd4bXZqY3ZISDBJ

The Future of Hiring Trends, Tactics, & Strategies to Stay Ahead in the Evolving Recruitment World

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkZVV2tlTzY2Nm84

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

Over the next two decades, the United States will experience an unprecedented shift of wealth as it is estimated that $30 trillion will be passed down from one generation to the next. This phenomenon, known as the "Great Wealth Transfer," could completely change philanthropy as we know it today. During our most recent Institutional Insights, Beacon Pointe's Felix Lin, CFA, sat down with Jefferson Lee, MAOL, Director of Philanthropy for Asia World Vision International, to talk about the current non-profit landscape and expectations for the future. During the conversation, they discuss how ever-changing culture impacts non-profits, and ways organizations can work to build a new audience of donors and stay relevant for the future generations of donors. Important Disclosure: This discussion is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. The opinions expressed in this webinar are subject to change at any time without notice. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlZBSWR2ZklLcnE0

Challenges for Nonprofits Going Forward

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmdDM05UNERwSE5j

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLm9GQXAxSHRTY0Jv

Macro & Markets: December 2022 - An Update From Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkJ2OVZ0ZkdySTFB

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmswd090NkNqenNn

Creating Content that Drives Impact

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmJKY2x6ekxNRUJV

Macro & Markets: August 2022 - An Update from Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkZfTHA0emJ3eXlF

Implications of the 2022 Giving USA Report

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkRBb29qd1VYTUxv

Macro & Markets: May 2022 - An Update from Chief Investment Officer, Michael G. Dow

The month of March 2022 marks the 20th anniversary of Beacon Pointe! Beacon Pointe opened its doors in March 2002 with zero offices and zero assets under management. Fast forward twenty years to March 2022, Beacon Pointe now has 35 offices and more than $25 billion in assets under management with a nationwide team of more than 350 professional members and 10,000+ clients. Please join us in celebrating 20 years of Beacon Pointe!
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmJfNWl0WUpRU0dV

Beacon Pointe Celebrates 20 Year Anniversary

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlVFeXFVMFQ1S0hN

Macro & Markets: February 2022 - An Update from Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmtNdHh4RG04VWNJ

Fantastic Storytelling to Raise More Money

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjM0R0FxY3Z3Y1k0

Macro & Markets: November 2021 - An Update from Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjN0ZjV6Z3kxT3pN

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlhNWmI5dG9Ea3JF

The Five Tool Fundraiser

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjNvaTNXbC05NjY4

Perspectives on Philanthropy

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlpvcGdHNHhYbk5J

Macro & Markets: August 2021 - An Update from Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlhfVjAtbURQTkRZ

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

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmRDREpRQTU1NzRN

Fundraising and Nonprofit Donor Development

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlNvS091anltbjBJ

Macro & Markets: May 2021 - An Update from Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmhQX0RMOFk1NnNn

The Evolution of Private Credit

Thank you to those who joined us for our recent Women's Advisory Institute ('WAI') virtual event! We were thrilled to have Donna Minch, florist and horticulturist, along with Kate Pettee of Beacon Pointe's Philadelphia office lead our fun and interactive bouquet building session. At Beacon Pointe, we wish to help our clients feel their best financially, physically and mentally. We hope this event allowed for you to tune into your values alongside your investments, connect with nature and learn how to bring the beauty of the outdoors into your home.  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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlRFN0t3VlVKYVQw

The 'WAI' to Build a Bouquet

Investments have the capability to create viable returns while simultaneously making a positive impact. There are many underlying approaches to values-based investing that can be implemented to portray your personal values and allow you to invest in what matters most to you.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjNzZ0d6QVhtM3dJ

The Basics of Values-Based Investing

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmYzVWF3aE9lSFBJ

Income Planning Strategies

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkQ4UE9CVlVqdGJ3

Macro & Markets: Feb 2021 - An Update from Beacon Pointe Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjdxY0xGeFRiVF9z

What to Do When You Lose a Loved One

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLi1KRzVIdFc4TFVB

The Dangers of Inflation

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmNkOEg5UlJuOTR3

Tips for Raising Financially Savvy Children

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkIzVlh0a3I3WDJF

Divorce Planning

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLklTNEprWTV0dHln

Year-End Gifting Strategies

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlJvenkzWk9NanZJ

Macro & Markets: November 2020 - A Post-Election Update

Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnBBZS12V2liMzdR

Investing in the Age of Financial Repression

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmdiMWZZNG42M3Bj

The 'WAI' to Flow Through Your Day

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmlhOXBNc2Q4SHdj

Tips for Building an Investment Portfolio

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnRTMGlPNVlublJV

2020 IRS Updates

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLksyWXN1bVFOckFr

Bridging the Gap to Medicare

Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Diane Gallagher, Vice President of Retirement Marketing and Value Add at American Century Investments provide insight into the perceptions of participants can help retirement plan professionals understand their unique opinions about retirement saving and the role they want employers to play. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkJpaEIwUzR4QU5R

Start Your Engines – Plan Features That Accelerate Retirement Savings

Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon Pointe Advisors and James Bosley, Senior Vice President at Prudential Retirement discuss the current trends of executive benefits and how non-qualified deferred compensation plans can integrate into your company's overall benefits strategy. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmNYeE0tdXp0WEVF

An Intro to NQDCPs

Engaging employees in their retirement plan is crucial to long-term financial success. Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Jae Kim, Senior Vice President and Client Advisor at Neuberger Berman discuss how to get your younger employees to start investing in their retirement. They also discuss how including ESG investments in your retirement plan is one strategy to engage employees in their financial future. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnhxX0tYRWxRZldF

Engaging Young Employees in a Plan

Why should you offer a Deferred Compensation (DC) Plan? Doug Igel, CIMA®, AIF®, Director of Retirement Plan Services at Beacon Pointe Advisors and James Bosley, Senior Vice President at Prudential Retirement discuss the proper design of a Deferred Compensation Plan, how tax reform affects these types of plans, and more. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlFRTmdtc25tNDJF

Deferred Compensation Plans

Beacon Pointe Senior Wealth Advisor, Matthew Armistead, CFP®, CIMA® sits down for a dynamic conversation with Stanford Graduate School of Business Lecturer and Former Deputy Director and Director of the White House National Economic Council, Keith Hennessey. 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 investment decisions.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkhIWnNUOWJwTE1J

The Biggest Questions for 2021 American Economic Policy

Doug Igel, CIMA®, AIF®, Director of Beacon Pointe Retirement Plan Services and Sherrie Boutwell, Partner at Boutwell Fay LLP discuss trending topics for retirement plan sponsors in the new year. This webinar provides an overview of topics such as utilizing a 401(k) plan to pay off student loans, cybersecurity issues for plan sponsors and fiduciaries and financial wellness initiatives. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkJPQ0ExcExFLUlj

Hot Topics for Retirement Plan Sponsors in 2019

Plan sponsors have a lot of priorities to balance. Given limited resources and time, where should environmental, social and governance (ESG) strategies rank among the many priorities competing for attention? New research from Wells Fargo Asset Management (WFAM) seeks to answer this question. Michael Di Rocco, Plan Consultant, Beacon Pointe Retirement Plan Services and Lia Lundgren, C(k)P, Regional Director of Wells Fargo Asset Management as discuss what ESG is, show what participant reactions are to it based on joint research from Wells Fargo and Gallup, and provide takeaways and action items for plan sponsors. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnUtdm8wMFlHcTZB

ESG Strategies for Retirement Plan Sponsors

Selecting the appropriate target date fund is perhaps the most important investment decision a plan committee can make. Given the focus on the asset class by regulators and litigators, Michael Di Rocco, Plan Consultant, Beacon Pointe Retirement Plan Services and Peter Cavallini, CFA, DCIO Strategic Account Manager, PGIM Investments, LLC, discuss the evolution of the target date fund space, challenges in identifying key risks faced by participants, and provide a framework for making an ideal selection. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjhiWnF1VldMSFJJ

Evaluating Target Date Funds

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speakers Mark Hancock Partner-Director of Business Development and Client Services Mark joined FPA in 2010. He is responsible for the overall coordination and management of the firm’s client services and business development initiatives. From 2002 until 2010, Mark along with two partners, was responsible for the management and growth of Tiedemann Wealth Management. Previously he was with Richemont International, a multinational holding company controlled by the Rupert family. From 1994 until 1998 Mark worked for the Stephens family in Arkansas, as part of the team that oversaw the family’s wealth management process. He earned a Bachelor of Business Science degree from the University of Cape Town and an MBA from NEOS International Business School (summa cum laude), Italy. Jonathan Rahbar, Vice President-Product Specialist Jonathan joined FPA in 2016. He primarily serves as a product specialist for the FPA Funds and strategies. Prior to joining FPA, Jonathan spent three years at Jackson National as a senior analyst in the investment management group, where he was responsible for manager due diligence and product development. From 2007 to 2013, he worked as an analyst at Morningstar. Jonathan earned a Bachelor's degree in English (with honors) from DePaul University, and an MA from Northwestern University. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlgxdnlkLVRkWVBN

Manager Series - FPA Crescent

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Larry J. Redell Larry is a Member of St. James, overseeing operations, marketing and client service. Larry formerly worked in the Private Client Group at Goldman Sachs in Dallas after graduating from University of North Carolina in Chapel Hill where he received his MBA. Larry graduated in 1991 from the University of Texas in Austin with a BBA in Finance. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkJPYzJScEFwZVdR

Manager Series - St. James Investment Company

Disclaimer: This recording has been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkhDVGNUTTVDZ2lR

Retirement Match & Vesting

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Alison Shimada Senior Portfolio Manager and Head of SF Global Emerging Markets Equity Alison Shimada is a senior portfolio manager and head of the SF Global Emerging Markets Equity team at Wells Fargo Asset Management (WFAM). She joined WFAM in 2003 after serving as an investment officer of the University of California Regents-Office of the Treasurer. Prior to her current role, she served as a senior analyst covering areas of developing Europe and Africa for three years with the firm. She began her responsibilities at WFAM as the head of equity research for the developed markets (EAFE) international equity team and as a senior investment analyst for Japan and Australia/New Zealand. She began her investment industry career in 1985, and her prior experience also includes serving as a portfolio manager specializing in Malaysian equities at Commerce Asset Fund Managers and as a senior equity analyst covering Japanese securities at Fidelity Investments Japan. Alison earned a bachelor’s degree in political economies of industrial societies from the University of California at Berkeley. She earned a master's degree in business administration from Harvard Business School. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmVQMTZsaW9LMGpv

Manager Series - Wells Fargo Asset Management

Alex Sanchez, Practice Leader of Pension Assurance, as they discuss plan audit processes as well as best practices and common deficiencies. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmJtRXo5OHEtODJV

Helping Plan Sponsors Prepare for The Annual Audit

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker James Donald Managing Director, Head of Emerging Markets, Portfolio Manager/Analyst of Emerging Markets Equity James Donald is a Managing Director and Head of Emerging Markets and Portfolio Manager/Analyst on the Emerging Markets Equity team. He is also a member of the International Equity Select with Emerging Markets team. Since joining Lazard in 1996, James has been instrumental in developing and coordinating the emerging markets activities at Lazard. He began working in the investment field in 1983. Prior to joining Lazard, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario. James is a board member of EMpower, a charity of investment professionals focused on adolescents, healthcare, and women's issues in emerging markets countries, as well as a member of the 20-20 Investments Association, an investor group that is focused on emerging markets. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnlzUm5xQjlDcERF

Manager Series - Lazard Asset Management

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Chris D. Wallis, CFA, CPA CEO and CIO ▪ 25 years investment management / financial analysis and accounting experience ▪ M.B.A., Harvard Business School, 1998; B.B.A., Baylor University, 1991, Accounting; Chartered Financial Analyst® designation; Certified Public Accountant-State of Texas ▪ Professional Background: Vaughan Nelson since 1999; Associate, Simmons & Company International (1998-1999); Manager, Coopers & Lybrand, LLP (1991-1996) ▪ Affiliations, Current and Past: Member, CFA Institute ▪ Vaughan Nelson Responsibilities: CEO / CIO / Senior Portfolio Manager Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjZnd1Z4b1cxMllv

Manager Series - Vaughan Nelson Investment Management

Our 'Institutional Insights' Manager Series is a private collection of webinars exclusively recorded for Beacon Pointe’s institutional clients. Each webinar provides capital market and investment strategy updates from investment professionals including portfolio managers and fund specialists from firms that we believe to be best-in-class for their designated areas of focus. Thank you for your continued confidence in Beacon Pointe’s Institutional Consulting Services Group. Should you have any questions or wish to connect with your Beacon Pointe institutional consultant, please email info@beaconpointe.com. About the Speaker Joshua J. Honeycutt, CFA Partner Portfolio Manager/Analyst Joshua J. Honeycutt, CFA is a partner, serves as portfolio manager for the Global strategy and is a member of the investment team. Before joining Mar Vista Investment Partners in January 2009, he spent seven years as an analyst at Roxbury Capital Management with a special emphasis in covering consumer discretionary and retail stocks. Josh was also an analyst with Harvey & Company, covering mergers and acquisitions and an associate in forensic accounting at Tucker Alan. He has a B.S. with distinction in management/finance from Purdue University. Disclaimer: This has been provided for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlR6NHdkOHFONWdJ

Manager Series - Mar Vista Investment Partners

Disclosure: This recording is for informational purposes only and should not be considered as investment advice or as a recommendation. Beacon Pointe does not endorse and is not responsible for the content, product, or services of other third party sources.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLml3ZjJrcWRvVG9J

Status of Qualified Retirement Plans

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlpaeXpXUk14YkQw

Macro & Markets: August 2020 - An Update from Beacon Pointe Chief Investment Officer, Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlo3NWZvb1o4ZS1B

Estate Planning Tips

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmNNR2ljVlZ3bVZF

'Bridging the Gap' to Medicare & Medicare Basics

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkZYQm5QbjVUVlow

Coronavirus and Actions to Take Regarding Your IRA

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlREdHU5S1BaR2xr

Tips for Improving Your Portfolio in Volatile Markets

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnZCaWotM3gzWUlv

Tips for Budgeting During the Pandemic and Your Stimulus Check

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkVUbzJhZTR2dy1v

Beacon Pointe Recommended Reads

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLndNMk02NEVva1k4

The Wealth of Sleep: One of Your Most Valuable 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.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnhIV3FyTzU5N1Rn

Five Common Estate Planning Mistakes, and How to Avoid Them

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. This content is the property of Beacon Pointe Advisors and is subject to copyright.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkxWU1gxeFRwSVlz

Beacon Beats (Episode 3): A Mini Series Covering All Things Beacon Pointe & RIA News

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. This content is the property of Beacon Pointe Advisors and is subject to copyright.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLjhZZXhDVmJWalBj

Beacon Beats (Episode 2): A Mini Series Covering All Things Beacon Pointe & RIA News

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. This content is the property of Beacon Pointe Advisors and is subject to copyright.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnhJMEtvYUpaRzZj

Beacon Beats (Episode 1): A Mini Series Covering All Things Beacon Pointe & RIA News

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLnVmVHZQSEJrU2pr

Macro & Markets: May 2020 - An Update from Beacon Pointe Chief Investment Officer Michael G. Dow

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 VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLktHVHowdlZUR1pj

What in the World is Happening to Mortgage Rates?

Important Disclosure: This report 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 before making any investment decisions.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmRwckFxVjE2Tng0

Investment Insights with Beacon Pointe CIO, Michael Dow, hosted by Managing Director, Indya Yuill

The ladies of Beacon Pointe's Women's Advisory Institute ("WAI") took a moment to check-in with clients, friends and family of Beacon Pointe to make sure that we are all taking care of ourselves in light of the abrupt adjustment to life we are now required to navigate. Settling in with an evening glass of wine, bubbly or sparkling water, the audience joined in for a relaxed and informative segment on three key areas to support personal well-being: 1. How to Take Care of Yourself During These Unprecedented Times 2. Financial Planning Tips to Consider 3. CARES Act Highlights Important Disclosure: This report 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 before making any investment decisions.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLmgtR0FkTHpRbGtZ

Beacon Pointe's Well-Being Your WAI ft. Kelly DiGonzini, Michele Sarna & Kristen Solo

Renowned infectious disease and immunity expert, Dr. W. Ian Lipkin, conversed with Beacon Pointe Chief Investment Officer Michael Dow, CFA, CPA. Dr. Lipkin, who happens to be battling the COVID-19 viral infection himself, shared his insights and updates on the state of the Coronavirus pandemic. Additionally, Michael Dow, provided a market update in relation to monetary policies implemented by The Federal Reserve and potential fiscal policy plans to be executed by the Administration. The webinar was approximately one hour; a 45-minute moderated presentation followed by 15 minutes of audience Q&A. The live webinar event was held on March 25, 2020. For additional information on Beacon Pointe's investment consulting and financial planning services, please visit www.BeaconPointe.com. Important Disclosure: This report 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 before making any investment decisions.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkN4Vkc3UE5MZ1JF

'Navigating Coronavirus and the Markets' ft. Dr. Ian Lipkin and Beacon Pointe CIO Michael Dow, CFA

This video is about Fiduciary Point of View Webinar Series
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLlY3aDBud2dQbmZZ

Fiduciary Pointe of View Webinar Series

"Your Dollars, Our Sense" Co-authors, Alli Hillgren and Karen Sarten, CFP® were featured on CW San Diego's Morning Extra to discuss financial topics from our Best Selling book. "Your Dollars, Our Sense: A Fun & Simple Guide to Money Matters" is your go-to guide for decoding the essentials of life and money. It makes sense of a variety of topics including credit, saving priorities, investing, home ownership, insurance, marriage, children, retirement, estate planning and much more. Order your copy here: https://www.amazon.com/Your-Dollars-Our-Sense-Matters/dp/1946978582/ref=tmm_hrd_swatch_0?_encoding=UTF8&qid=&sr= Disclaimer: This recording has been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
YouTube Video VVUxc1lxUk1FMUJsdWVTQno5QmxHM2VRLkhXcXpQTEVlSXZj

"Your Dollars, Our Sense" on The CW San Diego Morning Extra August 30, 2018

Subscribe to our YouTube Channel

Watch anything that piqued your interest? Connect with us if there is something we can help you with.

    IMPORTANT NOTICE:

    You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

    Privacy Preferences
    When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
    Privacy Policy
    You have read and agreed to our privacy policy
    Required
    Loading...