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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    Is Indexed Universal Life Insurance (IUL) Worth It?

    Is indexed universal life insurance (IUL) worth it? For the vast majority of people it is sold to, no. And the reason has less to do with the math than with how good certainty feels. A high-profile lawsuit shows exactly how it happens. When something sounds too good to be true, what exactly happens in our brains? That’s the question I’ve been thinking about after reading about NASCAR driver Kyle Busch’s lawsuit against Pacific Life over indexed universal life insurance policies.

    Swim Coach or LifeGuard? Navigating Financial Rip Currents

    A rip current doesn’t care that you know how to swim. The job is to build the resilience before the...

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game....

    SpaceX IPO: What It's Really About for Investors

    No, I'm Not Getting You Into the SpaceX IPO Over the past couple of weeks, I have received a...

    What the Celtics Exit Teaches Us About Investment Discipline

    KEY TAKEAWAYS Being ahead is not the finish line. It is the moment that demands the most awareness....

    Know the Count: Why Investment Discipline Beats Reaction

    KEY TAKEAWAYS "Knowing the count" in investing means understanding when conditions favor you. When...

    The Gap Between Your Tax Return and Your Financial Plan

    Would you rather pay 33% tax on $100,000, or 33% on a million dollars?

    Let the game come to you

    When I was younger, my dad got me this book called The Science of Hitting by Ted Williams. My dad...

    The Trail

    Key Takeaways The "number" won't save you. The retirement milestone you're fixated on is almost...

    The Illusion of Control in investing

    What two NBA stars and a betting scandal can teach us about humility, randomness, and the only edge...
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