Investing & Financial Planning Coverage

• Trump Tax Cuts Are Set to Expire by 2026. What Money Pros Are Telling Clients (Barron’s)
• Which Alternative Investments RIAs Favor Right Now (Wealthmanagement.com)
• Most Seniors Will Need Long-Term Care. Here’s How to Save for It. (Barron’s)
• Making Dollars and Sense of Your Finances and Future (GenHERation)
• Expert Insight on Financial Planning for Retirement (MoneyGeek)
• How to Enjoy Retirement, but Still Leave a Good Nest Egg for Your Children (Wall Street Journal)
• FAs Weigh In: What Are You Reading? (Financial Advisor IQ)
• ESG is Tossed Around a Lot. What Does it Actually Mean for Clients? (Financial Advisor IQ)
• In the Face of Volatility, 529 Plans Won’t Be Enough (Financial Advisor IQ)
• Shannon Eusey on Beacon Pointes allWEALTH Approach (RIA Channel)
• Money Decisions by Women Will Shape the Future for the U.S. (CNBC)
• Limitless NIL partners with Beacon Pointe for Collegiate Athlete Financial Literacy (ESPN)
• Their Cheating Heart, Your Damaged Retirement Plan (New York Times)
• Expert Insight on Life Insurance and Estate Planning (MoneyGeek)
• Finding the Best Health Insurance (MoneyGeek)
• White-Knuckling the Bond Market? (FA Magazine)
• Want to Buy a Retirement Retreat? Here Are Some Risks and Costs to Consider First. (Barron’s)
• Refinancing Your Mortgage (MoneyGeek)
• Smart Spending in Retirement (MoneyGeek)
• Forget the 4%. Why Retirees Need to Rethink Their Withdrawal Strategy (Barron’s)
• The Stock Market is Getting Bumpy. Here’s What Advisors Are Telling Clients. (Barron’s)
• Becoming an Investor in Real Estate Properties (MoneyGeek)
• Talent Pools, Fields, and Courts: Where an RIA Finds Employees With a Flair for Wealth Management (RIA Intel)
• The Best Cash Back Credit Cards of 2021 (MoneyGeek)
• Best Student Credit Cards of 2021 (MoneyGeek)
• ESG Investing to Gather More Steam (Nasdaq)
• How to Start Saving and Investing (MoneyGeek)
• Navigating Auto Insurance for Teens & Young Drivers (MoneyGeek)
• Finding the Best Car Insurance Company for Your Needs (MoneyGeek)
• Going to the Chapel with PMS (Personal Money Symptoms, that is) (Desert Health News)
• Biden Infrastructure, Clean Energy Plan May Be Windfall for Investors (CNBC)
• Quick Tips to Help College Students Start Saving Money (CNBC)
• Six Easy Ways to Invest In Your Future (Locale Magazine)
• The Parent Trap – Adjusting to a New Normal (Desert Health News)
• Three Easy Ways for College Students to Cut Expenses (CNBC)
• Beacon Pointe partners with $300 Million Venture Fund Designed to Improve Global Public Health (PR Newswire)
• Covid Has Hurt Women’s Retirement Accounts. Here’s How to Rebuild. (CNBC)
• How to Create a Charitable Trust as Part of an Estate Plan (CNBC)
• Moving to a new state? Make sure those estate plans have been updated. (CNBC)
• Why You Should Think of Your Family’s Budget Like Building an Outfit (Yes, Really) (Working Mothers Magazine)
• Covid-19 Was the Second Major Setback for Near-Retirees. Here’s How to Get Your Plan Back on Track. (Barron’s)
• Dealing with a Fear of Volatility, and Too Much Knowledge (CNBC)
• Should Advisors Benchmark? RIAs Think So (RIA Intel)
• The 7 Biggest Threats Facing High-Net-Worth Families Today (Worth Magazine)
• Beacon Pointe Preps $30M Real Estate Venture (Citywire)
• Being Financially Honest with Your Fiancé (Martha Stewart Weddings)
• Charles Schwab & TD Ameritrade Drop Trading Commissions (FP Magazine)
• Own the Road Ahead (Fidelity Investments)
• Do You Consider Your Home a Great Investment? (CNBC)
• Top Advisors Talk About Their Firms—And Their Clients (Barron’s)
• How to Talk to Clients About Investing in Real Estate (FP Magazine)
• The SMA Sale: How Wholesalers Can Influence SMA Selection (FundFire)
• 5 Ways to Fed-Proof Your Portfolio Before Rates Rise (The Wall Street Journal)
• Are You SRIous? (CFA Institute)
• Don’t Sink Your Retirement by Cashing Out a 401(k) (CNBC)
• Make Sure the Advisor You Select is the Right Fit (CNBC)
• Keep Your Eye On — But Hands Off — Those 401(k) Savings (CNBC)
• Not as Many Americans Saving Up for Retirement (KCBS 2 News)
• Retirement Planning Checklist: Generation X (GoBankingRates)
• Make Year-End Bonuses Work for You (CNBC)
• In Love & Money: How To Plan For Post-Wedding Financial Success (EliteDaily)
• 9 Clever Ways to Teach Kids About Money (HuffingtonPost)
• Ups and downs: Advisors help clients face volatility fears (CNBC)
• Tax Facts: Who’s Taking Money from Your Paycheck & Why (EliteDaily)
• Beacon Pointe Launches ‘The $ense’ (BizWomen)
• Financial Resources (MomTrends)
• When an Estate Plan is Outdated (The Wall Street Journal)
• A Proactive Approach to Socially Responsible Investing (Pension & Investments)
• Want to Accumulate Wealth? Invest Young & Early (CNBC “Street Signs”)
• Beacon Pointe & UCI LIFEvest Financial Literacy Program (OC Register)
• A Proactive Approach to Socially Responsible Investing (Pensions & Investments)
• Gatekeepers for Style Drift (CityWire Magazine)
• Where to Put Your Money in the Next Year (WSJ)
• How to Talk to Clients About Investing in Real Estate (FP Magazine)
• What Should Investors Do If They Missed The Trump Rally? (CNBC)
• 5 Ways to Fed-Proof Your Portfolio Before Rates Rise (The Wall Street Journal)
• Make Sure the Advisor You Select is the Right Fit (CNBC)
• Keep Your Eye On — But Hands Off — Those 401(k) Savings (CNBC)
• Not as Many Americans Saving Up for Retirement (KCBS 2 News)