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    Financial Advisor (2)

    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 excite me because so much has already been said on the topic. “Google it!” I say, and discover for yourself the many, many answers to this question.

    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...

    Fee-Based vs Fee-Only Advisor: Which Should You Choose?

    The question of advisor compensation is central to establishing the relationship between advisor...

    “Too Much” Equities

    Let’s talk about prospecting, which is something I think of often. Imagine you meet with a...

    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...
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