White Papers – Market Commentary
Beacon Pointe’s Investment Research Department is dedicated to keeping our clients informed on timely macro and micro economic updates. Here you’ll find informative white papers on a wide variety of timely topical content.
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Investment Manager Research
A proprietary process rooted in sound philosophy, rigorous due diligence, and state-of-the art analytical tools to monitor and manage the health of client investment portfolios.
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The Key to Success
Sophisticated, holistic financial planning doesn’t have to be complicated, no matter how complex your financial situation or net worth may be.
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Retirement Plan Services
Objective and transparent investment and service solutions for 401(k)s, 403(b)s, and non-qualified deferred compensation plans.
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Market Commentary Library
2019
May: “Deal or No Deal? No Deal!”
2018
December: The Apprentice – Dissonance Out of DC
August: Global Market Thoughts: A Focus on Turkey
February: The Return of Volatility
January: The Yin and Yang of Investing
2017
2016
November: Post-Election Update
October: A Rare and Dying Breed
June: “Brexit” Britain Exits European Union
2015
December: New Year’s Resolutions
2014
2013
September: Prescription Refill
January: An Overweight to Patience
2012
November: State of The Post-Election Union
September: Keep Calm and Carry On
2011
September: And The Beat Goes On…
August: “Panic Is An Inappropriate Response”
August: A Manager’s Perspective On The Market
August: All Frantic on The Western Front
February: The Royal Road to Riches
2010
December: A Rare and Dying Breed
November: Ride The Monorail and Stay Off The Rollercoaster
October: Brick By Boring Brick
September: Long Summers, Short Winters
April: The Right Page of The Right Book
Papers
Market Commentary Library
2009
July: The Deflation/Inflation Debate
April: Clearing Skies, Choppy Waters
2008
November: The Half Empty/Half Full Glass
2007
July: Oaktree Capital- It Is All Good
July: Global Real Estate Securities- No Need To Panic
June: Commodities- Is It The Right Time?
April: The Journey to Long-Term Outperformance May Be Bumpy
January: Are The Markets Overheated
2006
November: Commodities- Is It The Right Time?
November: Active Equity Management
August: The Case for Global Real Estate Investment Trusts
June: Market Analysis- Importance of Longer Time Horizons
June: The Case for Emerging Markets Equities
June: Markets Analysis- Importance of Longer Time Horizons
May: The Case for Intermediate Bonds
2004
August: Fixed Income- Implications of Interest Rates Hikes
July: Truth About Mutual Fund Fees: Do You Know What You Are Paying?
July: Assets Under Management- Is Bigger Better?
May: The Case For Emerging Markets
April: Pimco – How to Prosper in a Low Return Environment
April: Fixed Income- What Next?
February: Why Spend Time on Investment Manager Selection?
January: Mutual Funds- Shelf Space
2003
December: Tips- Treasury Inflation Protected Securities
November: An Introduction to Commission Recapture
November: Performance Analytics
September: Mutual Fund Market Timing
July: Why Do Funds Close?- Dodge & Cox Equity
July: Introduction to Private Equity
May: Stable Value Funds- Much Ado About Nothing?
May: The Case For International Investments
2002
December: An Introduction to Equity Trading Costs
November: Past Performance Is Not a Guarantee of Future Results
October: Spending In a Lower Return Environment
October: Benefits of Rebalancing
October: Investment Manager Team & Structure: Optimization
October: Style Risk- U.S. Equity Investment Structure
September: Returns- vs. Holdings- Based Style Analysis
