BEAM / BGA Wealth

Dreaming of a summer vacation but not the price tag that comes with it?

Travel costs can rise quickly during peak season, but making a few strategic decisions before you book may help you better manage your travel expenses. In his latest article, Bob shares practical ways to navigate summer travel without overpaying.

How to Avoid Overpaying for Summer Travel - BEAM Wealth How to Avoid Overpaying for Summer Travel By Bob Gucer, CFP®, CFO & Wealth Advisor Summer travel is one of the most popular and expensive times of the year. With families traveling and limited availability during peak demand, prices for flights, hotels, and rental cars can increase quickly. The goo...

Happy Juneteenth! Our office will be closed this Friday, June 19, 2026. We will resume normal business hours on Monday, June 22.

Happy Birthday, Rap! We hope you have a fantastic day filled with all your favorite things!🎂

So excited to introduce our 2026 Summer Interns: Chinne, Marketing and Operations Intern, and Jordan and Jason, Financial Advising Interns. Welcome to the team! We are thrilled to see the impact you make this summer!

Wishing a Happy Birthday to Dayna today! We hope you have a fabulous day! 🙌🥳

Please note that our office will be closed on Monday, May 25 in observance of Memorial Day.

Happy 2-Year Work Anniversary, Kharissa! Thank you for your consistency and the support you provide every day.

What happens when one narrow stretch of water disrupts the global economy?

In this episode of Map Your Money, Jaime and Jeff break down the Strait of Hormuz and explore how its closure has ripple effects through energy prices, fertilizer, helium, and food supply chains worldwide. They also discuss how inventory levels, alternative routes, and market psychology influence how quickly risk shows up in markets.

Listen: https://ow.ly/YG6x50YYtxw
Watch: https://ow.ly/6LEv50YYtxu

Wishing Garrett a very happy birthday today! Hope it’s a special one! 🥳