Don Hertling, CFP, MST

03/05/2026

With tax season underway, a structured approach to preparation can help reduce last-minute stress and support a more efficient filing… Sharing Beacon Pointe Advisors's comprehensive tax prep checklist that can serve as a helpful reference as the April 15 deadline approaches. https://info.beaconpointe.com/tax-preparation-checklist

12/11/2025

Year-end brings a valuable chance to revisit tax strategies with clarity and purpose. Our Beacon Pointe Advisors blog outlines key considerations to review before December 31 to help support thoughtful, forward-looking planning. https://beaconpointe.com/year-end-tax-planning-2025/

12/04/2025

Our Beacon Pointe Advisors CIO has a real skill at turning big-picture economic trends into practical, understandable insights. Passing along his latest briefing for those who value clarity.

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

11/18/2025

As year-end approaches, now is the time to implement key strategies that may help reduce 2025 tax obligations. With the passage of the One Big Beautiful Bill Act (“OBBBA”), several important provisions present new opportunities to optimize income and minimize tax liability before December 31…

Join us on Thursday, November 20th, for Beacon Pointe’s Year-End Tax Planning Highlights session and for the chance to hear from our Senior Financial Planner Brittany Mangrum, Senior Tax Manager Ben Lim, and our Senior Director of Insurance, Tax, and Retirement Services, Kelly Digonzini. https://info.beaconpointe.com/year-end-tax-planning...

11/14/2025

Build something extraordinary!

Explore diverse career opportunities with us as we grow nationwide. Join us in the industry, collaborating with innovative professionals. Details and application info are below. beaconpointe.com/careers

10/27/2025

What an honor! Beacon Pointe Advisors has been named the number 7 firm in the nation in the Barron's ‘2025 Top 100 RIA Firms’ ranking. https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&mod=farankings_bottomnav_riafirms

08/08/2025

Tariff pressure, geopolitical uncertainty, and shifting global alliances are just some of the areas currently shaping the economic environment. Join us for our next Beacon Pointe Advisors macroeconomic briefing, exploring what these developments mean for markets, strategy, and long-term investor positioning. https://info.beaconpointe.com/macro-and-markets-august-2025

06/25/2025

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/

06/09/2025

Client success is the real win. Thanks for the recognition, USA TODAY!

Feeling uneasy about the economy and your investments? A financial adviser may be able to help. USA TODAY and Statista ranked the best.

05/31/2025

Planning for your child’s future education? Our latest Beacon Pointe Advisors blog breaks down some of the top FAQs around saving for college and how to get started smartly with 529 plans! https://beaconpointe.com/faqs-about-saving-for-college/

05/05/2025

As tariffs return and policy uncertainty lingers, what lies ahead for investors and the markets?

Find out in our upcoming macroeconomic update, led by Beacon Pointe Chief Investment Officer, Michael G. Dow, and Deputy Chief Investment Officer, Julien Frazzo. Together, they’ll break down the latest market and economic shifts, highlight implications and opportunities for investors, and outline our current client portfolio positioning strategies. https://info.beaconpointe.com/macro-and-markets-may-2025