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    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 not just what we do as advisors but why our clients depend on us, even if sometimes they may not fully understand it themselves.

    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...

    Are Bonds a Good Investment in 2025?

    We’re regularly asked about investing in bonds. Currently, we hear, “Are bonds a good investment in...

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...
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