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ADVISORS

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    THE POWER HITTER

    It is one thing to deliver an investment process. It is another to own it. First pitch of the game. Home run. I was back in my hometown of Maine this weekend at a Portland Sea Dogs game, and the very first pitch of the night, a fastball, flew out over the fence to left center.

    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...

    The Dominant Determinant | Why Investor Behavior Drives Real Results

    A client asked me a great question recently.

    Get out of the now

    A couple of weekends ago we were standing on the competition floor in Huntington Beach at a massive...
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