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ADVISORS

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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...

    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...
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