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    Financial Planning (2)

    5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)

    With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the inflation rates of recent years, it’s more important than ever to be financially prepared for the future and the unexpected.

    A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family

    Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...

    The Role of Leadership in Choosing the Right Financial Advisor

    When I was younger I had a football coach whom I greatly admired. You know that expression you...

    Fee-Based Vs Fee-Only Financial Advisors: How Does Your Financial Advisor Get Paid?

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

    5 Investment Tips For Navigating Market Uncertainty

    You would think that the period from the end of 2007 and effectively all the way through to 2009,...

    The Advisor-Client Relationship: A Parallel to Doctor-Patient Dynamics

    I like the analogy that is occasionally used in our industry, which finds parallels in the...

    The Ideal Clients for Financial Advisors: Learnings From Working With CrossFit Athletes

    At Beck Bode, we see fitness and finance as going hand in hand. You want to be financially prepared...

    3 Myths About Investment Risk Tolerance and Performance

    Too often, in the financial world, there's a misguided obsession with beating benchmarks like the...

    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...
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