Alex Kassouf - Senior Wealth Advisor

03/13/2026

Today, we recognize International Women’s Day — and the extraordinary women who lead, advise, mentor, and inspire within Beacon Pointe and our local communities.

Through our Women’s Advisory Institute and across our firm, we remain committed to elevating women’s voices and expanding opportunities for and beyond.

02/12/2026

An organized approach to tax preparation becomes increasingly important as comes into view… Sharing my team’s comprehensive checklist, which can help ensure key information and documents are accounted for ahead of the April 15 filing deadline. https://info.beaconpointe.com/tax-preparation-checklist

12/18/2025

Our final ‘Macro & Markets’ replay of the year provides a concise overview of the macro risks influencing markets and the investment framework guiding our current portfolio positioning.

12/08/2025

As year-end approaches, reviewing tax strategies becomes essential to staying aligned with long-term financial goals. Our new Beacon Pointe Advisors Pointe blog shares key year-end considerations to help guide smart, intentional planning. https://beaconpointe.com/year-end-tax-planning-2025/

11/24/2025

Sharing Beacon Pointe Advisors’s final macroeconomic briefing of the year for anyone interested in a clear look at the trends shaping the current environment.

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

11/10/2025

Introducing HerWorth™, a Women & Wealth Survey designed to explore how women think about, manage, and experience wealth…

Women do invisible ‘money work’ every day – managing finances, making investments, planning for the future. What we don’t know? The time it takes, the stress it creates, and what women wish were different.

By taking this short survey, you’ll help create a clearer picture of what women really need in their financial lives and help reshape the way financial advice is built for them: https://herworthinsights.com/

11/06/2025

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...

10/30/2025

Our Beacon Pointe Advisors Women’s Advisory Institute hosted a virtual workshop centered on the tools families can leverage to plant purpose, nurture confidence, and create lasting, financially healthy habits for their children. The on-demand replay is now available for anyone who’d like to revisit or tune in for the first time: https://youtu.be/Exv8ox5wtsM

10/21/2025

Your wealth and identity deserve protection from every angle.

This , refresh your cybersecurity habits, check your devices, and make sure your personal information is protected with the latest insights from our blog. https://beaconpointe.com/personal-security-from-all-angles/

10/09/2025

True client protection isn’t just about risk management… it also includes defending against cyber risks that could compromise long-term financial security. See areas of risk and how to protect your personal information from every angle in our new Beacon Pointe Advisors blog. https://beaconpointe.com/personal-security-from-all-angles/

10/06/2025

Pleased to share this workshop that brings together women and their families to explore how to thoughtfully raise the next generation of financially confident leaders.

It’s never too early to teach children the value of money… Join us for a thoughtful and practical conversation on how to raise financially capable kids, starting early and intentionally.

In this virtual Beacon Pointe Women’s Advisory Institute event, Beacon Pointe Partner and Managing Director, Indya Yuill, will be joined by author and financial education expert Joline Godfrey to explore how families can instill lifelong financial skills, foster leadership, and create a strong foundation of confidence and responsibility around money.

Together, they’ll share 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. https://info.beaconpointe.com/raising-confident-financially-fit-families