617.209.2224

CLIENT PORTAL

ADVISORS

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    What Does Legacy Mean to You?

    In our line of work, legacy is a frequently discussed topic. We talk with our clients about the future they would like to design for themselves and their families, but also how they would like to leave an impact beyond their lifetime.

    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?

    AI-Generated Summary: The article argues that bonds are not a good investment for generating...

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...

    Is It Possible To Achieve True Wealth in Your Lifetime?

    Lately, I’ve been asking myself, “What is the true definition of wealth?”

    The Effects of Inflation

    Have you ever been in a conversation with someone, and they say something that strikes you as...

    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...

    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...
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