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    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.”

    How to Combat Inflation? Patience and Planning Are Key

    We often talk about the characteristics of successful investors.

    Why Historical Performance Shouldn't Determine Your Next Investment Decision

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Lessons Learned From A Brief History of the Stock Market

    One of the most impactful things that we can discuss and put in front of a client is a kind of...

    3 Contrarian Investing Strategies You Need To Consider

    "It's impossible to produce superior returns unless you do something quite different from the...

    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...

    3 Critical Questions About Your Investment Strategy

    When a client is introduced to us and says they want to work toward a successful retirement, we...

    Shifting Your Financial Focus on Investment with Dividends

    Successful long-term investors get a couple of things right. One of the things they get right is...

    Four Signs You May Be Getting Bad Financial Advice

    People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even...
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