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    Financial Planning

    3 Myths About Investment Risk Tolerance and Performance

    Too often, in the financial world, there's a misguided obsession with beating benchmarks like the S&P 500 within arbitrary time frames, such as the calendar year. Remember the legendary fund manager Bill Miller and his Legg Mason Value Trust fund's remarkable streak? He outperformed the S&P 500 for 15 consecutive years. Impressive, right? But here's a reality check: it was more about the quirks of the calendar than a consistent, year-round performance.

    Lessons From the Cockpit: The Importance of a Financial Planning Checklist

    In a recent advisor team meeting at Beck Bode, I drew a parallel between financial planning and my...

    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a...

    How Will AI Impact the Finance Industry?

    Everyone is talking about artificial intelligence (AI) these days. Whether it be in the news, on...

    The Key to Financial Success: Capturing the Power of Disruption

    When I think of the driving force behind the work we do at Beck Bode, which is “to act for the...

    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...

    What Does Inflation Mean for Investors in 2023?

    I received an email the other day from a great client of ours, a successful corporate executive. He...

    Do You Need To Overcome Your Fear of Investing?

    Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The...

    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....

    The Importance of Staying Financially Fit

    At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional...
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