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Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    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 dropping off my kids at school — I’ve been spending every moment I can riding my bike.

    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

    AI-Generated Summary: The article argues against the traditional financial advice of including...

    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...

    Owning Your Agenda

    You may have noticed, many of my musings start with ownership of a major sports team. That’s...

    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...
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