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

Financial Planning: Budgeting During the Holidays (and After)

  On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the fear and uncertainty of COVID-19, many people will feel an outsized impact this holiday season financially between employment issues and market volatility. However, you can relieve some of this financial stress by making a plan –

Read More »
No BondCast Live

11/12 No BondCast – LIVE Update with Ben and Jim

Watch NOW our Live Cast from Thursday, November 12th with Managing Partners Ben Beck and Jim Bode. The purpose of this webcast is to share with our clients and close contacts, another level of communication to provide further context in light of current market and economic conditions. During this livecast you will hear a quick update

Read More »
Open enrollment keyword surrounded by related concepts with arrows, icons, and office props.

Health & Wealth: Healthcare Planning and Open Enrollment Season

A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon us. Starting from November 1st through December 15th, this is the open enrollment window for individual and marketplace plans, though other related plans (such as employer-sponsored and Medicare) also usually fall within this window. In this blog,

Read More »

Want to learn more about joining the Beck Bode Team