617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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, would be a terrible way for a new financial advisor to start their career. And yet that’s how I started my career, back in 2004, not knowing of course that we were about to head into the biggest financial collapse in history (2009) since The Great Depression.

    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,...

    Financial Planning for Families: How to Prepare for Children

    From buying the safest car seats to planning for college, you want to provide the best of...

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...
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