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    The Gap Between Your Tax Return and Your Financial Plan

    Would you rather pay 33% tax on $100,000, or 33% on a million dollars?

    Why Financial Plans Break Without Intention

    How focusing on progress, not short-term performance, helps plans hold up as life changes Every...

    The Investor vs. The Speculator: A Tale of Two Mindsets

    I want to tell you a story about something that has stuck with me for years — a lesson that defines...

    What Motivates Your Financial Advisor? What Motivates You?

    When I think about people and their motivation in the realm of work, I think of three categories.

    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...

    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...

    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,...

    Navigating Emotional Investing: 3 Investment Mistakes That Hinder Financial Success

    You may know that I love to spend time in Aruba. It’s where I go to unwind, to spend time with my...

    3 Myths About Investment Risk Tolerance and Performance

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