617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    Financial Advisors vs. Self-Management: What’s Right for the CrossFit Athlete?

    As a CrossFit athlete, you’re no stranger to tough decisions: which WOD to tackle first, how to scale that heavy back squat, or when to push through muscle fatigue. But there’s another choice lurking off the gym floor that can have a huge impact on your long-term success: Do you manage your own investments, or do you bring a financial advisor onto your team?

    How to Build a Freedom Fund with the 3-Bucket Method

    “When your income is as unpredictable as your game-day performance, how do you build the savings...

    The Financial Playbook for Athletes Who Want to Win Long-Term

    Most people confuse financial planning with spreadsheets and fancy charts. But a real financial...

    Rent or Buy: Flexibility now or Equity Later?

    “Should I keep renting or finally buy a home when I’m competing for a living?” When you make your...

    WHY TAX PLANNING IS ESSENTIAL FOR ATHLETES in 2025

    “I’m juggling winnings and endorsement deals—how can I simplify my taxes without getting...

    From Podium to Portfolio: Why an LLC is Key to Long-Term Stability

    LLC Formation and Business Structures for Athletes Should I form an LLC for my endorsement deals...

    What’s the worst financial decision someone can make?

    The other day, I was driving north on Route 1 in Walpole, Massachusetts. Just as I passed the...

    Why the right financial plan already accounts for today's crisis

    Let me start with something you might be feeling but haven’t said out loud:

    Your Capital: “Get busy living, or get busy dying.”

    If you’ve ever felt fear, frustration, or regret during a market downturn—this message is for you....

    What If? Exploring Market Uncertainty through a simple question

    We find ourselves today at a rare moment of perfect uncertainty.
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