617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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 somewhat apologetically brought up a quote by a name-brand hedge fund manager who had made some prediction about the future of the market. This article worried him. Our client then went on to express his appreciation for me, stating that I had “read the tea leaves in the past,” and that he put confidence in my thoughts on the matter. He asked me, “What do you think will happen?”

    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...

    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...
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