617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    The Most Important Question To Ask Your Financial Advisor

    If you’ve known us for a while, you’ll know that the question “Why?” is in Beck Bode’s DNA. It’s what makes us tick. I would say, it’s what makes us tick quite a bit differently than most other financial advisors. I can’t stress enough the importance of asking “why?” – in every arena of your life, but especially when it comes to your personal finances. Because things are not always as they appear. 

    The Myth of the Customized Investment Portfolio

    Let’s say you walk into the offices of a large, recognized investment firm– the specific firm is...

    Behavioral Finance: Seven Common Mistakes That Investors Make

    Everyone always wants to talk about fees.How much are they? Are they too high, too low, or just...

    The Problem with Longevity Risk

    When I think about my children, my family, the fact that I am able to move my body at will, it’s...

    The Importance of Staying Financially Fit

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional...

    The Link Between CrossFit and a Successful Investment Strategy

    Say I’m stuck on the top floor of a four-story building that’s on fire. I need help. Two strong,...

    Investment Fads: Why You Need to Steer Clear

    If you’ve been listening to the news lately, you may have heard of the cryptocurrency company that...

    The Pressure of Making the Right Financial Decisions

    Let's talk about the pressure that some folks put on themselves when it comes to decision making....

    What To Do In A Bear Market As You’re Approaching Retirement

    All the talk in the news about whatever the headline is today, provides plenty of fodder for people...

    Investment Benchmarks: How to Measure Success

    If you pay attention to the financial media or any news that’s market-related, you may notice that...
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