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Financial Planning Resources

Blog
3 Myths About Investment Risk Tolerance And Performance

Too often, in the financial world, there's a misguided obsession with beating benchmarks like the S&P 500 within arbitrary time frames, such as the calendar year.

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Blog
Lessons From The Cockpit: The Importance Of A Financial Planning Checklist

In a recent advisor team meeting at Beck Bode, I drew a parallel between financial planning and my experience with pre-flight checklists for helicopters.

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Blog
Beyond Revenue: 8 Determinants Of Valuation For A Financial Advisory Business

If you’re thinking of selling your financial advisory practice, you’ll want to know what it’s worth. Explore 8 aspects of that we like to investigate to determine practice valuation.

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Blog
Financial Advisor Meeting Checklist: 4 Ways To Build Trust With Your Clients

Every financial advisor - in fact, anyone who provides advice to others - needs to do a certain amount of preparation before a client meeting.

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Blog
8 Centers Of Influence Tips For Financial Advisors

What do you do when you’re not getting enough referrals from your Centers of Influence (COI)? Discover these 8 tips for financial advisors.

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Blog
Goal-based Investing: The Foundation For Advisor-client Relationships

GPS stands for Goals Planning Statement, and it’s our objective to make it the foundation for the relationship we build with all our clients.

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Blog
The True Value Of A Good Financial Advisor

Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a big risk of being our own worst enemies.

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Blog
Key Elements Of Succession Planning: Preparing Your Clients

Many financial advisors aren’t clear about how important it is to prepare their clients for a successful transition. Here's what you need to know.

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Blog
7 Ways To Maximize The Valuation Of Your Financial Advisory Practice

Explore key strategies to maximize the value of your financial advisory practice for a successful sale.

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Blog
Financial Advisor Practice Acquisition: 8 Lessons We Learned

While buying other financial practices, we've learned a few lessons along the way. Whether you're a buyer or seller, here are a few valuable tips.

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Blog
Why Financial Advisors Struggle With Succession Planning

We don’t plan for our eventual succession even though we tell our clients to do so. So, what is it that keeps us from doing what we know is important?

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Blog
Where Are You Building A Legacy?

Are you building a legacy in your workplace, household, or community? Let's discuss what that looks like and how you can make an impact where it matters.

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Blog
What Does Legacy Mean To You?

Creating a legacy takes dedication, willingness, and discipline. How are you ensuring that the legacy you leave will have a real impact?

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Blog
How Will Ai Impact The Finance Industry?

What kind of impact will artificial intelligence have on investing (and the world at large)? Let's examine how technological innovation drives growth.

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Blog
Are Bonds A Good Investment In 2024?

When markets are as turbulent as they are in 2023, it’s normal for investors to want to protect their investments. Let’s face it: who wants to lose money?

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Blog
A Financial Planner's Investment Advice To His Parents

Making smart investment decisions often relies on the advice of good financial advisors. Here is what a financial planner wishes my parents had known.

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Blog
The 2 Biggest Reasons To Question Traditional Investing Strategies

Stop planning like you will die at retirement — because chances are you won’t. Here are two reasons why traditional retirement strategies may not help.

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Blog
Factoring Private School Funding Into Your Financial Equation?

Debating the merits of private school vs public school Does private school tuition fit into your financial equation Here are a few points to consider.

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Blog
Is It Possible To Achieve True Wealth In Your Lifetime?

Lately, I’ve been asking myself, “What is the true definition of wealth?”

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Blog
The Effects Of Inflation

Inflation isn't only a concern for those living paycheck to paycheck. Retirement income planning requires ignoring those who say inflation doesn't matter.

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Blog
A Key To Financial Success: Capturing The Power Of Disruption

Learning how to be a contrarian investor without being reactive to market conditions will allow you to disrupt the status quo and grow financially.

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Blog
How To Choose A Financial Advisor: Ask The Right Questions

If you're wondering how to choose a financial advisor, these are the questions a reputable financial advisor should be asking you.

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Blog
What Does Living Well Mean To You?

Establishing what living well means to you often involves looking beyond your finances to strengthen your personal wellness.

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Blog
The Financial Playbook For Tackling Market Volatility

It’s important to keep perspective when markets are volatile. Here are three strategies to consider when market volatility strikes.

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Blog
How To Combat Inflation? Patience And Planning Are Key

Discover why patience is key for successful investors to combat inflation.

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Blog
Why Historical Performance Shouldn't Determine Your Next Investment Decision

Are your investment decisions guided by what happened yesterday or by what is going to happen tomorrow? Learn why historical market performance shouldn't guide your next investment decision.

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Blog
Lessons Learned From A Brief History Of The Stock Market

Volatility in the markets has always been followed by significant upswings. Learn more from a brief history of the stock market.

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Blog
3 Contrarian Investing Strategies You Need To Consider

It’s not easy to avoid herd mentality when investment planning, but contrarian investors take a certain amount of risk for a certain amount of reward.

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Blog
What Does Inflation Mean For Investors In 2023?

Find out why we care so much about inflation at Beck Bode, and what inflation means for investors in 2023.

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Blog
Do You Need To Overcome Your Fear Of Investing?

To achieve your financial dreams, you must actively do something with your finances to get there. Discover how to overcome the fear of investing and make your investment plan work for you.

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Blog
3 Critical Questions About Your Investment Strategy

Discover the three questions your financial advisor should answer about your investment strategy to stay focused on your financial goals.

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Blog
Shifting Your Financial Focus On Investment With Dividends

The most important aspect of investing is to get your money back (and more). Discover why you should shift your focus to investment in dividends.

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Blog
Four Signs You May Be Getting Bad Financial Advice

There’s nothing worse than bad financial advice that comes with smoke and mirrors. Discover the warning signs that you may be getting bad financial advice.

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Blog
Should You Have More Than One Financial Advisor?

Is it okay for a client to have multiple financial advisors? Discover the value of having one advisor who is fully committed to your financial plan.

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Blog
The Key To Protecting Your Portfolio? Tune Out The Noise

In the investment world, there's no shortage of financial advice in the media. Tune out the noise and discover the truth about successful investing.

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Blog
Why Market Timing Doesn't Work

We don’t know what the markets will do, but sticking with a tried-and-true process can help get us through bear markets. Find out more.

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Blog
What Makes Beck Bode Unique? A Look At Our Investment Strategies

Beck Bode is a deliberately different wealth management firm. Discover how our unique investment strategies differ from the rest of the financial industry.

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Blog
The Most Important Question To Ask Your Financial Advisor

Don't simply take the word of a financial advisor at face value. Discover the most important question to ask your financial advisor.

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Blog
The Myth Of The Customized Investment Portfolio

How you make money in the stock market does not vary from person to person. Discover why investment portfolio customization is a flawed investment model.

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Blog
Behavioral Finance: Seven Common Mistakes That Investors Make

Explore common investing mistakes that are driven by emotions and fear, and how to avoid the downfall of behavioral finance.

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Blog
The Problem With Longevity Risk

There is an excess of attention placed on longevity risk in the financial industry. Learn how to focus on the opportunities rather than the risk.

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Blog
The Importance Of Staying Financially Fit

Explore the importance of prioritizing your financial fitness early on so that you can maintain your independence in retirement.

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Blog
The Link Between Crossfit And A Successful Investment Strategy

The financial industry says stocks aren’t appropriate for everyone. Find out why we believe in investing in stocks for people of all ages at the right intensity.

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Blog
Investment Fads: Why You Need To Steer Clear

There's a growing phenomenon of "fad investing" in the stock market. While it can be tempting to follow the new investment fads, they won't support your long-term financial goals

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Blog
The Pressure Of Making The Right Financial Decisions

How will inflation and the rising cost of living impact your financial decision-making? Minimize the pressure of making financial decisions in a bear market with these strategies.

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Blog
What To Do In A Bear Market As You’re Approaching Retirement

Inflation and interest rates can be a cause for worry as you approach retirement. Explore strategies for surviving a bear market that coincides with retirement.

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Blog
Investment Benchmarks: How To Measure Success

If you pay attention to the financial media or any news that’s market-related, you may notice that the predominant benchmark for performance is the S&P 500...

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Blog
Understanding Dividend Investing: How To Build Your Wealth

Can we agree on the fact that if you want anything to grow, you need to invest in a productive...

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Blog
How To Prevent Mistakes In A Volatile Market

“We must manage our behavior to meet our objectives. Excellence is not an act, but a habit. We are...

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Blog
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...

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Blog
Is The Stock Market Rigged?

“The market is rigged, the market is rigged,” so people say. It’s been a hot topic over the past...

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Blog
How To Diversify Your Portfolio: It's Not What You Think

Every day, prospective clients come to us with a stack of investment statements including a...

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Blog
Estate Planning: 6 Ways To Financially Prepare Before You Die

If I knew today was my last day, what would my legacy be? This isn’t a comfortable question, but...

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Blog
What You Wish Your Advisor Had Told You

You would think that the period from the end of 2007 and effectively all the way through to 2009,...

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Blog
Smart Investing Strategies For A Bear Market

How do you prepare for a bear market? You don’t. Preparing for a bear market would mean you know...

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Blog
Alternatives To 529 Plans You Need To Consider

One of the keys to effective college savings is to set aside money early in your children’s lives, ...

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Blog
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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Blog
Don't Buy Bonds Without Understanding The Risks

When people meet us for the first time, one of the things that they are most surprised to learn is ...

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Blog
The Link Between Financial Wellness And Your Physical Health

People who know Beck Bode know that fitness and nutrition are important to us. Health and wellness ...

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Blog
How Do I Manage Timing Of Withdrawals In Retirement?

How do you approach addressing a scenario to which there is no definitive answer? Our business is ...

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Blog
Investing During Inflation: A Client Success Story

Many investors are uncomfortable with the idea of losing money, which often causes them to delay

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Blog
Stock Market Volatility: Investor Tips For Staying The Course

If you’ve got any money in the markets, you’ve probably had your eyes glued to the Dow Jones, ...

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Blog
Relentless: Investments, Inflation, And Your Financial Future

When I think of the word “relentless,” I think of John McClane, the character that Bruce Willis ...

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Blog
2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

As we plod through our third bear market in four years, there’s a certain weariness that’s set in. ...

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Blog
5 Questions To Ask Before You Invest

While throwing money into a savings account is crucial to building your emergency funds, this alone ...

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Blog
“Too Much” Equities

Let’s talk about prospecting, which is something I think of often. Imagine you meet with a ...

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Blog
Intentional Wealth Advisors Joins The Beck Bode Family Of Companies

Northern Michigan Financial Planning Firm Seeks And Finds A Values-Aligned Match

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Blog
Financial Planning For Families: How To Prepare For Children

From buying the safest car seats to planning for college, you want to provide the best of ...

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Blog
Planning For A Liquidity Event

With an influx of cash - whether from retirement or the sale of an asset like a business you may ...

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Blog
How To Manage Debt: Should I Pay It Off Or Invest?

Many people have an unhealthy relationship with debt, especially credit card debt. Debt can keep ...

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Blog
Fee-based Vs Fee-only Advisor: Which Should You Choose?

​​The question of advisor compensation is central to establishing the relationship between advisor ...

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Blog
Owning Your Agenda

You may have noticed, many of my musings start with ownership of a major sports team. That’s ...

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Blog
Retirement Planning On The Back Of A Napkin

You know how some people are always looking for the next diet fad? Keto versus Macro versus South ...

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Blog
If You Can’t Stand The Heat…

I thought I’d start out with a couple of definitions. I know these are common words, but it’s ...

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Blog
Batting Above Average

As advisors, our role is to put our clients in front of positive investing opportunities. Our work ...

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Blog
This Time, I Failed.

I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020, ...

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Blog
The Road To A Better Life

My partner Jim and I often talk about how financial advisors are compensated in our industry. ...

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Blog
The Discomfort Of Honesty

Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded ...

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Blog
Which Side Are You Protecting?

On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t ...

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Blog
What Lights You Up?

Every Monday at Beck Bode, we have a team call where I share some thinking that will hopefully get ...

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Blog
Motivation

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

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Blog
Whatever You Do, Don’t Question My Relationships

Whatever You Do, Don’t Question My Relationships

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Blog
2021 Q3 Newsletter – Fundamentals

There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no ...

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Blog
Does A Financial Advisor Serve – Or Lead?

When I was younger I had this football coach whom I greatly admired. You know that expression you ...

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Blog
Compass Rose Joins The Beck Bode Family Of Companies

New Hampshire-based Compass Rose Private Investment Management joins the Beck Bode Family of ...

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Blog
2/11 No Bondcast Live – Tax Special With Meri Anderson

On Thursday, February 11th at 3pm EST Misty Lynch sat down with Meredith L. Anderson, CPA, MST, ...

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Blog
12/10 No Bondcast Live – Holiday Planning With Misty And Angel

WATCH NOW Misty Lynch, Director of Financial Planning / Financial Advisor, and Angel Williams, ...

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Blog
Financial Planning: Budgeting During The Holidays (And After)

On any given year, the holidays are stressful. But for 2020? That’s cranking it to 11. Beyond the ...

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Blog
11/12 No Bondcast – Live Update With Ben And Jim

Watch NOW our Live Cast from Thursday, November 12th with Managing Partners Ben Beck and Jim Bode. ...

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Blog
Health & Wealth: Healthcare Planning & Open Enrollment Season

A lot has happened this year, so it’s easy to miss that healthcare open enrollment season is upon ...

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Blog
Homeschooling During Covid-19 And Beyond

If this feels like the most dreaded Back to School season for you as a parent, you’re not alone. ...

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Blog
Making A Safe And Successful Transition In Quarantine

It may feel like COVID-19 has put everything on hold and made some underlying problems worse. If ...

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Blog
3 Things Wirehouse Advisors Need To Know Before Breaking Away

In the financial advisory and investment world, Wirehouses are the franchises of the industry. ...

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Blog
Business Ethics In The Wealth Management Industry

In any industry, business ethics need to be a critical part of both the ethos and the contractual ...

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Blog
What To Do If You're A Victim Of Fraud

Financial planning and wealth management is more than investments and managing funds, it’s also ...

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Blog
Resources For Financial Advisors During And After The Coronavirus

Saying these last two months have been trying would be an understatement. Beyond the struggles we ...

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Blog
Why You Need To Continue Your Financial Plan During Covid-19

Things right now seem crazy: this pandemic has had ripples across all parts of our lives. Panic ...

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Blog
No Bonds Podcast: Market Volatility

We’re back with Ben and Matt with another No Bonds Podcast! Today, we’re discussing market ...

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Blog
No Bonds Podcast: Your Relationship With Money And Financial Advisors

We’re finally back with the next episode of the No Bonds Podcast with Ben and Matt. Today, we’re ...

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Blog
2021 Q1 Newsletter – Lessons Learned

Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – ...

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Blog
No Bonds Podcast: Financial Empowerment

Ben and Matt return in the first No Bonds Podcast episode of 2020! They discuss the New Year, the ...

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Blog
1/14 No Bondcast Live – New Year Special With Andris Lagsdin

On Thursday, January 14th at 3pm EST Matt Morizio sat down with entrepreneur, founder, and ...

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Blog
No Bonds Podcast: What About The Risk?

This week, Matt and Ben tackle the concept of risk and how you should incorporate risk into your ...

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Blog
No Bonds Podcast: Why Investment Management Matters

The crew gets together today to talk about how they started with their careers in financial ...

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Blog
No Bonds Podcast: Catching Up On Interest Rates

The crew gets together today to talk about current events, how lower interest rates affect the ...

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Blog
No Bonds Podcast: Social Security With Andy Robertson

We’re back with another episode of the No Bonds Podcast. Today, we’re joined by Andy Robertson to ...

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Blog
No Bonds Podcast: Let’s Talk About Debt

Should you pay off your debt right away? That’s what we’re talking about in today’s episode of the ...

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Blog
No Bonds Podcast: Planning For A Family

We’re back with another episode of the No Bonds Podcast. Today, we’re talking about how you can ...

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Blog
No Bonds Podcast: Q&a With Ben And Matt

"It’s the fourth episode of our No Bonds Podcast, so we held a Q&A session with our very own Ben ... "

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Blog
No Bonds Podcast: How To Choose Your Financial Advisor

Welcome back to Episode 2 of the No Bonds podcast! In our second episode, we’re talking about how ...

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Blog
No Bonds Podcast: Liquidity Events

So you’ve sold your house or business. Maybe you’ve inherited a bit of money. That’s what we’re ...

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Blog
No Bonds Podcast: Meet The Team

We meet the team behind the No Bonds Podcast and dive into what’s behind the name and what they are ...

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Video
Finance Quick Tips - Focus On The Future

With the New Year on its way, Matt pitches our last quick tip for the year: focus on the future! In ...

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Video
Finance Quick Tips - Think About Worth, Not Price

For this coming holiday season, change up how you shop. Matt recommends you think about worth, not ...

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Video
Finance Quick Tips - Worry About What's In Your Control

With the New Year on its way, Matt pitches our last quick tip for the year: worry about what's in ...

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Video
Finance Quick Tips - Target Fund Rates

Ben is back with a new Quick Tip regarding target fund rates and how they may not be as they ...

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Video
Finance Quick Tips - Three Financial Tools To Simplify Your Life

We're back with one of our financial advisors, Jethro, this week with three financial tools to help ...

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Video
Finance Quick Tips - Index Funds And Etf

Matt's back with another No Bonds Quick Tip! This week, we're going over index funds and ETFs and ...

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Video
Finance Quick Tips - 401K Roth Option

We're back with another Quick Tip! This week, check if your 401K has a Roth option. You may not ...

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Video
Finance Quick Tips - Work With A Licensed Insurance Broker

Matt's back with another No Bonds Quick Tip! This week, we're discussing why you should steer away ...

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Video
Finance Quick Tips - What Are We Reading?

Behind on all that summer reading you wished you'd done? Need some more suggestions? We've got you ...

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Video
Finance Quick Tips - Roth Ira Vs Traditional Ira Part Ii

Today, we dive back into the debate between the Roth IRA vs. the traditional IRA.

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Video
Finance Quick Tips - Why Market Timing Doesn't Work

In today's quick tip, Matt covers market timing and how it actually doesn't work how you think.

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Video
Finance Quick Tips - Are You In Good Debt Or Bad Debt?

You hear it all the time...so what is good debt and what is bad debt? Matt Morizio answers this ...

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Video
Finance Quick Tips - Why Does My Financial Advisor Make Money While I Lose Money?

Today's quick tip is not so much a tip, as much as it is a question we get asked a lot. How can ...

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Video
Finance Quick Tips - Risk Vs Volatility

Risk vs Volatility? What does it mean for you?

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Video
Finance Quick Tips - Term Life Insurance? Do You Really Need It?

What is term life insurance and do you really need it? That's what we dive into on today's quick ...

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Video
Finance Quick Tips - How Kids Change The Financial Equation

How have kids changed YOUR financial equation? In today's quick tip, we talk about some things to ...

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Video
Finance Quick Tips - What If My Employer Doesn't Offer A 401K?

Last week, we discussed what it means when your employer matches a 401K, but what if they don't ...

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Video
Finance Quick Tips - The 3 Most Important Questions Before Investing Your Money

What are the 3 most important questions you need to ask before investing your money anywhere? ...

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Video
Finance Quick Tips - How Does 401K Match Work?

This week, we're talking 401Ks. How do they work and what does it mean if your employer matches ...

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Video
Finance Quick Tips - Should You Invest In A 529 Plan?

Should you invest in a 529 plan? A 529 plan can be useful for parents who plan to eventually send ...

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Video
Finance Quick Tips - Optimizing Your Budgeting Strategy

In today's quick tips, we're discussing different ways to optimize your budget. Stay tuned next ...

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Video
Finance Quick Tips - When Is The Right Time For A Financial Plan?

In today's quick tips, we're discussing when is the right time for a financial plan. Stay tuned ...

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Blog
3 Reasons Wealth Management Is About Much More Than Retirement

What if I told you to stop thinking about a retirement date when considering your personal ...

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Video
Finance Quick Tips - Friends & Finance

Today in our finance quick tips, we talk about friends and finance. Should you mix the two or keep ...

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Video
Finance Quick Tips - Goal Setting

"In today's quick tips, we're talking about setting goals for your finances. What kind of things ... "

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Video
Finance Quick Tips - Roth Ira Vs Traditional Ira

In today's quick tips, we review the difference between a Roth IRA and a traditional IRA. Stay ...

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Video
Finance Quick Tips - Fiduciary Duty

Today in our finance quick tips, we talk about the meaning behind fiduciary duty. Stay tuned, ...

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Video
Finance Quick Tips - Golf Course Investing

Today in our finance quick tips, we talk about how to make the right decisions when evaluating ...

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Video
Finance Quick Tips - Stocks, Bonds, & Mutual Funds

In today's quick tips, we review the difference between stocks, bonds, and mutual funds. Stay ...

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Video
Finance Quick Tips - Capital Gains

Today in our finance quick tips, we talk about capital gains. Stay tuned, because the first episode ...

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Video
Finance Quick Tips - How Safe Is Your Money In The Bank

In today's quick tips, we share how safe your money is in the bank. Stay tuned, because the first ...

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Blog
Watch Out For Irmaa – Who’s That, You Ask?

The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise ...

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Blog
What I Learned From My Kitchen Remodel

New visitors to our home frequently comment on our kitchen, specifically on how great it looks. We ...

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Blog
Please, Just Tell Me The Truth!

The other day, a friend told me about a relative who had suffered from a heart attack and had to be ...

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Blog
Beck Bode Wealth Management Names New Coo

Dan Kline brings over two decades of operations experience in high growth environments.

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Blog
Robo Advisor

Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?” ...

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Blog
Robots Took My Money! Can Online Auto-investment Sites Replace The Human Touch?

Whenever I’m listening to a presentation by someone who speaks with a classic British accent, it ...

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Blog
Jane Evelyn, Cfp® Joins Beck Bode Wealth Management

DEDHAM, MA – February 3, 2015– Beck Bode Wealth Management (Beck Bode) is pleased to announce that ...

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Blog
John Madden’s Winning Advice

Good investment advice doesn’t always come from financial advisors. It can come from anywhere, even ...

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Blog
Tricia Welsh, Cfp® Joins Beck Bode Wealth Management

DEDHAM, MA – November 14, 2014 – Beck Bode Wealth Management (Beck Bode) is pleased to announce ...

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Blog
Beck Bode Wealth Management More Than Doubles Assets Under Management And Office Space In First 18 Months

DEDHAM, MA – October 28, 2014 – A year and a half after launching Beck Bode Wealth Management (Beck ...

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Blog
Why Your Portfolio Should Look Like An All-star Team

“Diversification” is a frequently used buzzword in investment management. The idea is that an ..

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Guide
The Beck Bode Guide To Why Your Firm's Succession Plan Can't Wait

In this guide, we go in-depth about the importance of succession planning for financial advisors ...

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Guide
The Beck Bode Guide To Planning For Retirement: 2022 Edition

In this guide, we go in-depth about retirement financial planning and answer some of the most ...

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What are your biggest dreams worth?

If you've ever fantasized about what you would do if you won the lottery, here is a story you will never forget. Get your FREE physical copy of the spellbinding financial novel, Dancing with the Analysts, when you fill out the form. This must-read from Wall Street veteran, David Mallach, changed our lives and it may just change yours, too.

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Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.