617.209.2224

CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    The Problem with Longevity Risk

    When I think about my children, my family, the fact that I am able to move my body at will, it’s not lost on me how fortunate I am. Throw in a guitar, and you have the happiest person on Earth. Of course, it’s wonderful that I can financially afford to live a certain way. I’m not naïve about the fact that money eases a lot of things. But I’m equally lucky to have arrived at a perspective on my life, where I can make distinctions between the things I truly need and the things that are simply nice to have.

    The Importance of Staying Financially Fit

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional...

    The Link Between CrossFit and a Successful Investment Strategy

    Say I’m stuck on the top floor of a four-story building that’s on fire. I need help. Two strong,...

    Investment Fads: Why You Need to Steer Clear

    If you’ve been listening to the news lately, you may have heard of the cryptocurrency company that...

    The Pressure of Making the Right Financial Decisions

    Let's talk about the pressure that some folks put on themselves when it comes to decision making....

    What To Do In A Bear Market As You’re Approaching Retirement

    All the talk in the news about whatever the headline is today, provides plenty of fodder for people...

    Investment Benchmarks: How to Measure Success

    If you pay attention to the financial media or any news that’s market-related, you may notice that...

    Understanding Dividend Investing: How to Build Your Wealth

    Can we agree on the fact that if you want anything to grow, you need to invest in a productive...

    How to Prevent Financial Mistakes In A Volatile Market

    “We must manage our behavior to meet our objectives. Excellence is not an act, but a habit. We are...

    Is the Stock Market Rigged? Here's What You Need to Know

    “The market is rigged, the market is rigged,” so people say. It’s been a hot topic over the past...
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