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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    What Fantasy Football Teaches About Investing That Wall Street Won’t

    What does it mean to build the right team? My son Griffin could tell you. He’s obsessed with sports. I don’t mean he just “likes” them—I mean he’s consumed by them. He knows professional athletes, top college prospects, stats, backstories, trades, and injuries the way most of us know our kids’ birthdays. He collects cards, trades them, resells them on eBay, and follows sports news like it’s breaking national security intel.

    What is the true definition of wealth?

    What is the true definition of wealth? In my line of work, I see plenty of people one would call...

    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...

    Pander, We Will Not: Our Financial Advisor Fiduciary Duty

    Recently, Morgan Stanley was fined $15 million by the Securities and Exchange Commission (SEC) for...
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