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    Financial Planning

    The True Value of a Good Financial Advisor

    Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a big risk of being our own worst enemies. Intellectually, of course, we are perfectly capable of rationalizing, saying things like, “Oh, I understand the markets go up and down. I know that in the long-term I need to stay put…I’m “good,” I don't want to do anything rash with my money.”

    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...

    Investment Fads: Why You Need to Steer Clear

    If you’ve been listening to the news lately, you may have heard of the cryptocurrency company that...

    The Pressure of Making the Right Financial Decisions

    Let's talk about the pressure that some folks put on themselves when it comes to decision making....
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