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Relentless - The Blog
Posts about
Financial Advisor
How to Choose a Financial Advisor: Ask the Right Questions
Recently, I was in a conversation with somebody who lives in my town. Knowing what I do for a living, he asked if I could recommend someone at Beck Bode who could “…take a look at our portfolio and recommend a few adjustments.”
Why Historical Performance Shouldn't Determine Your Next Investment Decision
I was fortunate to be near the water for a period of time this past summer. I like to be out in the...
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...
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...
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 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...
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,...
5 Questions To Ask Before You Invest
While throwing money into a savings account is crucial to building your emergency funds, this alone...
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