Outlook

BECK BODE WEALTH MANAGEMENT NAMES NEW COO

Dan Kline brings over two decades of operations experience in high growth environments. DEDHAM, MASSACHUSETTS, JANUARY 2, 2018 – Beck Bode Wealth Management today announced that Dan Kline is joining the firm as Chief Operating Officer. A seasoned operations expert, Dan will oversee all aspects of day-to-day management, including client services and the firm’s fast-growing

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Join Our Team: Client Relationship Manager

We are looking to add a new Client Relationship Manager to our growing team.  If you are experienced in customer service with excellent communicative skills to match, please review the job description to see if you’d further be a fit for the position.  Any inquiries or resumes can be sent to vincent.savio@beckbodewealth.com. Client Relationship Manager Job Description

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Robo Advisor

Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?” In a nutshell, a robo-advisor is an online, automated version of a financial advisor. You visit a robo-advisor’s website, enter data about your financial life, and the robo-advisor invests your money accordingly with minimal human interaction. Before I continue, let me

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Beck Bode Commentary: post-election markets

Earlier this year we received the unprecedented news that the United Kingdom had voted to leave the European Union, which set the global markets and media into a panic. Although this result was entirely unexpected, it’s imperative that we remember how the markets recovered in both speed and strength. With the recent results of the

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Me Jane, You Screwed Up

How a Financial Advisor Can Keep You Out of Trouble with the IRS Recently I was talking with an investment advisor about what we do and how we work with clients. I mentioned that I had been following up with clients who had Solo 401ks, explaining that I have a new client who has a

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How One Financial Adviser Resolved the Thorny Issue of Succession

By Veronica Dagher Wall Street Journal March 11, 2016 5:30 a.m. ET For more than three decades, Paul Pignone of Boston Retirement Advisors LLC has helped clients prepare for later life. But the 67-year-old dragged his feet and struggled for years with his own retirement-planning challenge—finding a way to cash out of the business he built

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