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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    6 Investment Myths Standing Between You & Long-Term Success

    At Beck Bode, so much of our work relies on dispelling widely held though unproductive (I would go so far as to say false) ways of thinking about the markets and money. What are the patterns of thinking that we need to jog or disrupt in order to wake up folks to what’s really going on? What are the preconceived notions about money that get in the way of their long-term financial success? Let’s look at six myths that get in the way of successful investing.

    How To Diversify Your Portfolio: It’s Not What You Think

    Every day, prospective clients come to us with a stack of investment statements including a...

    What You Wish Your Advisor Had Told You

    You would think that the period from the end of 2007 and effectively all the way through to 2009,...

    Smart Investment Strategies for a Bear Market

    How do you prepare for a bear market? You don’t. Preparing for a bear market would mean you know...

    Investment Advice During Market Uncertainty: What Should I Do?

    Recently, our family got bikes. From that day forward — whether it was to the gym in the morning or...

    Alternatives to 529 Plans You Need To Consider

    One of the keys to effective college savings is to set aside money early in your children’s lives,...

    Why Emotional Investing Is Your Biggest Pitfall

    These days I’m hearing a lot of questions – from clients, friends and family, and in the media,...

    Don't Buy Bonds Without Understanding the Risks

    When people meet us for the first time, one of the things that they are most surprised to learn is...

    The Link Between Financial Wellness and Your Physical Health

    People who know Beck Bode know that fitness and nutrition are important to us. Health and wellness...

    Stock Market Volatility: Investor Tips for Staying the Course

    If you’ve got any money in the markets, you’ve probably had your eyes glued to the Dow Jones,...
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