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CLIENT PORTAL

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s because the world of competitive sports offers excellent examples of the common themes we encounter in our work. Indulge me and imagine you're the owner of a major sports team, and picture that this asset, this team that you own, will ultimately provide for your livelihood as you get older. This organization generates your revenue stream for retirement. How this organization performs is a leading indicator of what your retirement will look like.

    Retirement Planning on the Back of a Napkin

    You know how some people are always looking for the next diet fad? Keto versus Macro versus South...

    If You Can’t Stand the Heat…

    I thought I’d start out with a couple of definitions. I know these are common words, but it’s...

    Batting Above Average

    As advisors, our role is to put our clients in front of positive investing opportunities. Our work...

    This Time, I Failed.

    I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

    The Road to a Better Life

    My partner Jim and I often talk about how financial advisors are compensated in our industry....

    Which Side Are You Protecting?

    On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

    What Lights You Up?

    Every Monday at Beck Bode, we have a team call where I share some thinking that will hopefully get...

    Whatever You Do, Don’t Question My Relationships

    One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its...

    Health & Wealth: Healthcare Planning & Open Enrollment Season

    A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon...
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