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
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,
Homeschooling During COVID-19 and Beyond
If this feels like the most dreaded Back to School season for you as a parent, you’re not alone. Between the risks of COVID-19 and the stresses of choosing between remote learning and hybrid, many parents are looking for temporary or permanent alternatives to traditional schooling. With many parents working from home or becoming stay-at-home
Think You’re Well Diversified? Think Again.
By Benjamin Beck, CFP® Every day people come to us with a stack of statements from wherever they’re investing, whether it’s a no-load fund, or a large wirehouse or some other wealth management firm. Their holdings invariably include a wide-ranging mix of mutual funds, ETFs (exchange traded funds), bonds, some stocks, etc. The prospective client may say something to the effect of “…my portfolio is not doing well, or not doing well enough,” and look at us expectantly for a