617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    3 Myths About Investment Risk Tolerance and Performance

    Too often, in the financial world, there's a misguided obsession with beating benchmarks like the S&P 500 within arbitrary time frames, such as the calendar year. Remember the legendary fund manager Bill Miller and his Legg Mason Value Trust fund's remarkable streak? He outperformed the S&P 500 for 15 consecutive years. Impressive, right? But here's a reality check: it was more about the quirks of the calendar than a consistent, year-round performance.

    Lessons From the Cockpit: The Importance of a Financial Planning Checklist

    In a recent advisor team meeting at Beck Bode, I drew a parallel between financial planning and my...

    Financial Advisor Meeting Checklist: 4 Ways To Build Trust With Your Clients

    Every financial advisor - in fact, anyone who provides advice to others - needs to do a certain...

    Goal-Based Investing: The Foundation for Advisor-Client Relationships

    What I want to talk about today is what we call the GPS here at Beck Bode. GPS stands for Goals...

    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    What Does Legacy Mean to You?

    In our line of work, legacy is a frequently discussed topic. We talk with our clients about the...

    How Will AI Impact the Finance Industry?

    Everyone is talking about artificial intelligence (AI) these days. Whether it be in the news, on...

    Are Bonds a Good Investment in 2024?

    When markets are as turbulent as they are in 2023, it’s normal for investors to want to protect...

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...
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