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.
Macro & Markets: February 2025 - An Update from Chief Investment Officer, Michael G. Dow
Macro & Markets: December 2024 - An Update from Chief Investment Officer, Michael G. Dow
Macro & Markets: August 2024 - An Update from Chief Investment Officer, Michael G. Dow
Macro & Markets: May 2024 - An Update from Chief Investment Officer, Michael G. Dow
Macro & Markets: February 2024 - An Update from Chief Investment Officer, Michael G. Dow
Macro & Markets: December 2023 - An Update from Chief Investment Officer, Michael G. Dow
Timely Topical Conversations
Covering a wide range of conversational topics that impact financial well-being and overall holistic health.
Decoding Your California Insurance Coverage
Financially & Fashionably Fabulous: Enhancing Confidence Through Style and Financial Planning
Empowering Elders: Safeguarding Against Fraud & Financial Abuse
Giving With Purpose & Passion: Making the Most of Your Charitable Giving
Addressing Risk From All Angles: A Lesson in Cyber Safety and Security
Anxiety & Our Children - A Women's Advisory Institute Event
Foundations of Finance: The Basics of Investing & Financial Planning
This complimentary course is designed for next-gen investors and young adults looking for a refresher on the basics of the economy and personal finance.
Class 2: Learn the Lingo & Basic Economics
Class 3: Econ Basics, Cont’d: Stocks, Bonds, & Alternative Investments
Class 4: Investing and the Role of a Money Manager
Class 5: Portfolio Construction & Aligning Investments with Your Values
Class 6: Personal Finance 101 - The Road to Success
Class 1: The GFC, The Pandemic, & Their Lasting Effects on Our Economy & You