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    Financial Planning (4)

    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.”

    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....

    6 Investment Myths Standing Between You & Long-Term Success

    At Beck Bode, so much of our work relies on dispelling widely held though unproductive (I would go...

    Estate Planning: 6 Ways To Financially Prepare Before You Die

    AI-Generated Summary: The article emphasizes that estate planning is an opportunity, not a burden,...

    Why Emotional Investing Is Your Biggest Pitfall

    These days I’m hearing a lot of questions – from clients, friends and family, and in the media,...
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