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    3 Critical Questions About Your Investment Strategy

    When a client is introduced to us and says they want to work toward a successful retirement, we naturally ask them about their goals. A primary stated goal is retirement income. Secondary goals include a wide range of things – from funding grandchildren’s college education to family vacations, or a vacation home where memories can be created.

    Shifting Your Financial Focus on Investment with Dividends

    Successful long-term investors get a couple of things right. One of the things they get right is...

    Four Signs You May Be Getting Bad Financial Advice

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...

    Should You Have More Than One Financial Advisor?

    “Is it okay for a client to have multiple financial advisors?” This is a question I am asked every...

    The Key to Protecting Your Portfolio? Tune Out the Noise

    In the investment world, as in just about anywhere else these days, there seems to be so much hype....

    Why Market Timing Doesn't Work

    You may or may not know that at Beck Bode we invite anyone – whether they be a prospective client...

    What Makes Beck Bode Unique? A Look at Our Investment Strategies

    A prospective client asked me recently, in all sincerity, “What is it that makes you guys so...

    The Most Important Question To Ask Your Financial Advisor

    If you’ve known us for a while, you’ll know that the question “Why?” is in Beck Bode’s DNA. It’s...

    The Myth of the Customized Investment Portfolio

    Let’s say you walk into the offices of a large, recognized investment firm– the specific firm is...

    Behavioral Finance: Seven Common Mistakes That Investors Make

    Everyone always wants to talk about fees.How much are they? Are they too high, too low, or just...
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