617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    Navigating Emotional Investing: 3 Investment Mistakes That Hinder Financial Success

    You may know that I love to spend time in Aruba. It’s where I go to unwind, to spend time with my family, and work for a few weeks each year. I have an office setup, much like home, but with better weather and an ocean view.

    The Ideal Clients for Financial Advisors: Learnings From Working With CrossFit Athletes

    At Beck Bode, we see fitness and finance as going hand in hand. You want to be financially prepared...

    3 Myths About Investment Risk Tolerance and Performance

    Too often, in the financial world, there's a misguided obsession with beating benchmarks like the...

    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 2025?

    We’re regularly asked about investing in bonds. Currently, we hear, “Are bonds a good investment in...
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