617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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 living chasing podiums, and building your brand, your home becomes more than just a place to sleep—it’s your recovery zone, equipment storage, and sometimes even your training studio. Yet many CrossFit athletes wonder whether it makes more sense to rent for flexibility or buy for stability and long-term gain.

    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.

    Dance.

    I was scrolling through Instagram recently and came across a short video clip that stopped me cold....

    The Holy Grail of Misconceptions: Let’s Talk About Losing Money

    Allow me to set the stage. A few weeks ago, I found myself in what can only be described as...

    The Investor vs. The Speculator: A Tale of Two Mindsets

    I want to tell you a story about something that has stuck with me for years — a lesson that defines...
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