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Benjamin Beck, CFP®
MANAGING PARTNER / CHIEF INVESTMENT OFFICER
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 not just what we do as advisors but why our clients depend on us, even if sometimes they may not fully understand it themselves.
Pander, We Will Not: Our Financial Advisor Fiduciary Duty
Recently, Morgan Stanley was fined $15 million by the Securities and Exchange Commission (SEC) for...
Are You Being Burned By Variable Annuities?
A few years back, I met a prospective client — let's call him Peter. He came to me through a...
What Motivates Your Financial Advisor? What Motivates You?
When I think about people and their motivation in the realm of work, I think of three categories.
The Real Risk of Target Date Funds and How to Take Control of Your Financial Future
Just the other day, a friend called to tell me about a conversation she overheard.
5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)
With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the...
From Clients to Advocates: How Financial Advisors Can Earn Referrals
I’ve been thinking about referrals lately: how to ask for them, whom to ask, when, etc., etc. There...
The Role of Leadership in Choosing the Right Financial Advisor
When I was younger I had a football coach whom I greatly admired. You know that expression you...
5 Investment Tips For Navigating Market Uncertainty
You would think that the period from the end of 2007 and effectively all the way through to 2009,...
The Advisor-Client Relationship: A Parallel to Doctor-Patient Dynamics
I like the analogy that is occasionally used in our industry, which finds parallels in the...
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