617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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 question is, does the dream ever become reality? If it’s a dream that requires financial resources to materialize, then in fact to become real, it needs a plan. But a plan is only a roadmap. So, if you think that a plan alone is going to get you there, you’re still out of luck. The plan must be fueled by money, specifically money that’s appropriately invested in a properly concentrated investment portfolio. Nick Murray, a well-respected financial advisor, and prolific writer on the topic of behavioral finance says, “the portfolio is merely the funding mechanism for the financial plan” (or something like that, I don’t know the exact words.) Finally, we’re getting somewhere.

    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...

    Shifting Your Financial Focus on Investment with Dividends

    Successful long-term investors get a couple of things right. One of the things they get right is...

    Should You Have More Than One Financial Advisor?

    “Is it okay for a client to have multiple financial advisors?” This is a question I am asked every...

    The Key to Protecting Your Portfolio? Tune Out the Noise

    In the investment world, as in just about anywhere else these days, there seems to be so much hype....

    Why Market Timing Doesn't Work

    You may or may not know that at Beck Bode we invite anyone – whether they be a prospective client...

    What Makes Beck Bode Unique? A Look at Our Investment Strategies

    A prospective client asked me recently, in all sincerity, “What is it that makes you guys so...

    The Most Important Question To Ask Your Financial Advisor

    If you’ve known us for a while, you’ll know that the question “Why?” is in Beck Bode’s DNA. It’s...

    The Myth of the Customized Investment Portfolio

    Let’s say you walk into the offices of a large, recognized investment firm– the specific firm is...

    Behavioral Finance: Seven Common Mistakes That Investors Make

    Everyone always wants to talk about fees.How much are they? Are they too high, too low, or just...
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