TIMES CHANGE, BUT OUR PASSION FOR PROVIDING HIGHLY PERSONAL INVESTMENT GUIDANCE TAILORED TO EACH CLIENT’S FINANCIAL AND
LIFE CIRCUMSTANCES NEVER WILL.
At Beck Bode
Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist.
Our clients’ successes are built on exceptionally personal experiences that embody a “hands on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.
Get started with a complimentary “Get Acquainted” call for us to learn about your financial goals and see how our services can help you!
BLOGS / MEDIA
Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – that provides such great teaching points to all investors. 2020 was such a year. If we had closed our eyes on December 31st, 2019, and then opened them at the very end of 2020, we would have seen that the market
WATCH NOW On Thursday, February 11th at 3pm EST Misty Lynch sat down with Meredith L. Anderson, CPA, MST, EA, partner at Coval, Anderson, and Coval LLC. Meri discussed tax strategies for 2021 including new changes this year, tips for business owners, and things to remember if your income or career changed. Meredith L.
WATCH NOW On Thursday, January 14th at 3pm EST Matt Morizio sat down with entrepreneur, founder, and creator of Baking Steel, Andris Lagsdin. Andris Lagsdin received his pizza education while working for Chef Todd English but had given up the restaurant life to work in his family steel business until he discovered a way