617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    The Key to Financial Success: Capturing the Power of Disruption

    When I think of the driving force behind the work we do at Beck Bode, which is “to act for the greater good,” I can make a direct connection between why we do the work we do, and the notion of disrupting the status quo.

    How to Choose a Financial Advisor: Ask the Right Questions

    Recently, I was in a conversation with somebody who lives in my town. Knowing what I do for a...

    The Financial Playbook for Tackling Market Volatility

    Usually on the weekends , it’s movie night at the Beck House. I really enjoy inspirational sports...

    How to Combat Inflation? Patience and Planning Are Key

    We often talk about the characteristics of successful investors.

    Why Historical Performance Shouldn't Determine Your Next Investment Decision

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Lessons Learned From A Brief History of the Stock Market

    One of the most impactful things that we can discuss and put in front of a client is a kind of...

    3 Contrarian Investing Strategies You Need To Consider

    "It's impossible to produce superior returns unless you do something quite different from the...

    What Does Inflation Mean for Investors in 2023?

    I received an email the other day from a great client of ours, a successful corporate executive. He...

    Do You Need To Overcome Your Fear of Investing?

    Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The...

    3 Critical Questions About Your Investment Strategy

    When a client is introduced to us and says they want to work toward a successful retirement, we...
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