Ian Blanchard, AIF

The new year presents a wonderful opportunity to reassess financial health and ensure long-term planning remains aligned with evolving life goals. Explore our top financial planning priorities for each decade of life today. https://info.beaconpointe.com/financial-planning-for-each-decade

Our final ‘Macro & Markets’ event of the year is just around the corner…

Join us on Thursday, December 11th, with Beacon Pointe Senior Associate, Investment Research, Nick Colletta, Deputy Chief Investment Officer Julien Frazzo, and Chief Investment Officer, Michael Dow for our quarterly macroeconomic and investment briefing. We look forward to closing out the year with thoughtful insights and a continued focus on achieving client objectives. https://info.beaconpointe.com/macro-and-markets-december-2025

Sometimes, just tapping into the right resource is the first step in having a conversation and making a difference.

Protecting the financial well-being of older adults starts with awareness…

In honor of Elder Abuse Awareness Month this June, we’re sharing an educational resource designed to help families recognize when support is needed—and how to best provide it. https://beaconpointe.com/when-to-step-in-managing-your-spouses-finances/

We care deeply about helping our plan sponsor clients and their employees succeed. This NAPA honor means a lot to our Beacon Pointe Advisors Retirement Plan Services Group!

We’re honored to be named to the 2025 National Association Of Plan Advisors - NAPA Top DC Advisor Multi-Office Firms list!

This recognition reflects the strength of our Retirement Plan Services team and the trust our plan sponsor clients place in us. We’re proud to help build better retirement outcomes, one plan at a time. https://beaconpointe.com/napa-recognizes-beacon-pointe-advisors/

Prepare for 2025 with the latest on retirement plan contribution limits. Our Retirement Plan Services Group has outlined key updates to help plan sponsors and plan participants navigate these updates effectively. https://beaconpointe.com/retirement-plan-annual-limits-announced/

On September 18, the Fed made its first rate cut in over four years. This bold decision reflects the Fed’s growing confidence in a recalibration of the labor market, and the economy continues to show resilience, with macroeconomic data reflecting underlying strength. As the November is less than a month away, it’s crucial to keep in mind that the markets don’t respond to elections the way people do. Reacting impulsively to short-term market shifts can disrupt a well-planned investment strategy.

Stay informed with our latest insights – read our Investment Research Team’s in-depth analysis in this month’s ‘Pointe of View.’ https://beaconpointe.com/beacon-pointe-of-view-a-market-update-october-2024/

Make your retirement dreams a reality this National 401(k) Day! Your future is your most important investment, so contribute often and regularly. And don’t miss these valuable tips from Beacon Pointe Advisors to boost your retirement savings. https://beaconpointe.com/celebrating-history-national-401k-day/

The Big Easy? More like the Big Busy for our Beacon Pointe New Orleans team!

Our NOLA team recently hosted an enriching event at the Metairie Country Club, educating clients on Social Security and Medicare. With insights from our Associate Director of Financial Planning Alisa Garnek and Chapter Advisor Ari Parker, it was an insightful event for all.

Meanwhile, Associate Wealth Advisors Evan Francioni and Ben Hess wrapped up tax season by delivering essential ‘survival kits’ to our local CPA partners.

Last but not least, please join us in welcoming the newest addition to the Beacon Pointe family, Zoe Cochran. Congratulations, Megan Cochran, on your growing family!