Videos on Money, Markets, Financial Planning, and Other Topics that Affect Your Synergistic Health and Wealth.

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/market-commentary-papers/ 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 UExvWTZybHdSa0l6MVNwcWtEQm9lbGNRQnpZNXAtUFZWYS5DNzE1RjZEMUZCMjA0RDBB

Macro & Markets: August 2025 - An Update from Beacon Pointe CIO

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/market-commentary-papers/ 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 CIO

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, and global growth, along with insights into how these factors are influencing investment strategies. Designed to provide clarity amid changing conditions, the update helps investors stay informed and aligned with their long-term financial goals. Sign up for future market and economic insights here: https://beaconpointe.com/webinars/ Looking for more data-driven insights? Access our monthly economic outlook here: https://beaconpointe.com/market-commentary-papers/ 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 Beacon Pointe CIO

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, 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 economic outlook here: https://beaconpointe.com/market-commentary-papers/ 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 Beacon Pointe CIO

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Timely Topical Conversations

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

It’s never too early to teach children the value of money...In the replay of our Women's Advisory Institute ("WAI") virtual workshop, we explored how families can instill lifelong financial skills, foster leadership, and create a strong foundation of confidence and responsibility around money—actionable strategies for integrating financial conversations into everyday life and helping your children build the habits and mindset to thrive financially, now and into the future. Looking for more educational resources to help raise financially responsible children? Start here: https://youtube.com/playlist?list=PLoY6rlwRkIz0LIAfTKb15DHQ2d3bdyALg&si=Q_nvp21zanCCHKlN 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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci5DMkU4NTY1QUFGQTYwMDE3

Raising Confident, Financially Fit Families

At Beacon Pointe, clients can explore institutional-quality and alternative investments—such as private equity, real estate, and other investment strategies that go beyond traditional stocks and bonds. Explore how private equity, real estate, and other alternative strategies can help diversify your portfolio and strengthen long-term wealth. Curious about how alternative strategies might align with your financial goals? Learn more: https://beaconpointe.com/investment-manager-research/ 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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci4yQUE2Q0JEMTk4NTM3RTZC

Access to Institutional Quality & Alternative Investments

Values-based investing and legacy giving allow you to align your wealth with what matters most. This video explores how customized investment strategies can reflect your personal values and long-term goals—integrating ESG principles, impact investing, and charitable giving. Learn how to create a meaningful legacy while building a financial plan designed around your unique priorities at Beacon Pointe. Interested in exploring values-based investing further? Visit: https://beaconpointe.com/impact-investing/ Get our downloadable guide on values-based investing to see how aligning wealth with your values can support long-term financial and legacy goals: https://info.beaconpointe.com/a-guide-to-values-based-investing Contact a Beacon Pointe Advisor specializing in values-based investing today: https://info.beaconpointe.com/contact-an-advisor-specializing-in-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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci5DQ0MyQ0Y4Mzg0M0VGOEYw

Values-Based Investing & Legacy Giving

Financial planning for women comes with unique considerations—from longer life expectancy to healthcare planning and evolving career paths. This video explores women-focused tailored strategies employed at Beacon Pointe that help build wealth, prepare for retirement, and navigate key life transitions with confidence. Discover comprehensive, customized financial plans that help support longevity, healthcare needs, and more. To explore more strategies designed for women’s unique financial journeys, visit: https://beaconpointe.com/womens-advisory-institute/ 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 UExvWTZybHdSa0l6MkZrRUotR29kUFl3ekRuOXlOVVRuci43MTI1NDIwOTMwQjIxMzNG

Financial Planning for Women

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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.

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 UExvWTZybHdSa0l6MExJQWZUS2IxNURIUTJkM2JkeUFMZy5DQUNERDQ2NkIzRUQxNTY1

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

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 2, we break down the basics—stocks, bonds, and alternative investments—explaining what they are, how they work, and where they fit into a balanced portfolio. Missed Class 1? Tune in at your convenience: https://youtu.be/ob1klAu4ALo 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 UExvWTZybHdSa0l6MExJQWZUS2IxNURIUTJkM2JkeUFMZy45NDk1REZENzhEMzU5MDQz

Foundations of Finance Class 2: Econ Basics - Stocks, Bonds & Alternative Investments

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 3, we explore the role of money managers and learn more about how they conduct investment research and deploy their investment philosophies and strategies. Missed Class 2? Tune in at your convenience: https://youtu.be/RUbOH_uqGkY 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 UExvWTZybHdSa0l6MExJQWZUS2IxNURIUTJkM2JkeUFMZy5EMEEwRUY5M0RDRTU3NDJC

Foundations of Finance Class 3: Investing and the Role of a Money Manager

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 4, we dive into the fundamentals of portfolio construction and how to align your investments with what matters most to you. From risk tolerance to responsible investing, discover how thoughtful planning can build a portfolio that’s both purposeful and personalized. Missed Class 3? Tune in at your convenience: https://youtu.be/Gdf31w0RF6M 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 UExvWTZybHdSa0l6MExJQWZUS2IxNURIUTJkM2JkeUFMZy5GNjNDRDREMDQxOThCMDQ2

Foundations of Finance Class 4: Portfolio Construction & Aligning Investments with Your Values

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 5, we cover financial planning fundamentals that help build a strong financial foundation. From budgeting and saving to debt management, investing priorities, and goal setting, we walk you through the essentials to help you take control of your money and plan confidently for the future. Missed Class 4? Tune in at your convenience: https://youtu.be/_1DD5GpfHqs Ready to take the next step toward financial independence? Watch our follow-up video: https://youtu.be/M57XRerd3TI?si=_R8-eQUcsxdmqvg8 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 UExvWTZybHdSa0l6MExJQWZUS2IxNURIUTJkM2JkeUFMZy40NzZCMERDMjVEN0RFRThB

Foundations of Finance Class 5: Personal Finance 101 - The Road to Success

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