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Beck Bode

    Why You Need to Continue Your Financial Plan During COVID-19

    Things right now seem crazy: this pandemic has had ripples across all parts of our lives. Panic toilet paper buying, closed businesses, insane Facebook relatives, and cabin fever are only half of it: the reason you clicked on this blog is the other half. We are seeing financial instability across the board, with bull and bear runs on the market that can make calling it “volatile” an understatement. We’re telling our clients to hold off on joining the panic: the reason you invested with us is the same reason to continue to.

    Watch out for IRMAA – Who’s that, you ask?

    The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some...

    PLEASE, just tell me the truth!

    The other day, a friend told me about a relative who had suffered from a heart attack and had to be...

    Robo Advisor

    Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?”...

    Can Online Auto-Investment Sites Replace the Human Touch?

    Whenever I’m listening to a presentation by someone who speaks with a classic British accent, it...

    John Madden’s Winning Advice

    Good investment advice doesn’t always come from financial advisors. It can come from anywhere, even...

    Why Your Portfolio Should Look Like an All-Star Team

    “Diversification” is a frequently used buzzword in investment management. The idea is that an...
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