Financial Planning Resources

Blog

Fee-Based vs Fee-Only: Which Should You Choose?

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

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“Too Much” Equities

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

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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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The Shoebox

Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The ...

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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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What to Do About Inflation: What Our Clients Need To Know

I received an email the other day from a great client of ours, a successful corporate executive. He ...

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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

The Myth of Portfolio Customization

When you walk into Merrill Lynch or Fidelity – these are two different firms and I’d like to point ...

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Blog

The Problem With Assumptions

Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How ...

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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

8 Real-World Lessons We Have Learned About Buying A Financial Practice

Here at Beck Bode, we have grown our firm both organically, meaning one client at a time, as well ...

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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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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

Preparing Your Clients For Your Succession

Most financial advisors know that they need to have a succession plan in place – whether they ...

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Why Advisors Don’t Plan For Succession

We know from experience in working with business owners that planning for succession is something ...

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Blog

8 Ways To Increase The Value Of Your Practice In Preparation For Sale

One of the ways in which we have been successful in growing Beck Bode is by inviting like-minded ...

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Blog

The Worst Financial Advisor

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

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Blog

The Illusion of Certainty

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

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Blog

Swim Coach or Lifeguard?

At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional ...

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Blog

Are You Running with the Herd?

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

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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

The Value of a Good Advisor

Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a ...

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Blog

The Risk of Living a Long Life

When I think about my children, my family, the fact that I am able to move my body at will, it’s ...

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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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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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Blog

Liar, Liar

In the investment world, as in just about anywhere else these days, there seems to be so much hype. ...

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Blog

Whatever You Do, Don’t Question My Relationships

One of my favorite TV shows is American Greed on CNBC. If you aren’t familiar with it, its ...

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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

How CrossFit Offers a Perfect Analogy for our Investment Strategy

Say I’m stuck in a burning building and I’m on the top floor of a four-story building. I need help. ...

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Blog

The Danger of Accepting Things At Face Value

Why you should never select your financial advisor simply based on a referral If you’ve known us ...

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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

Think You're Well Diversified? Think Again

Every day people come to us with a stack of statements from wherever they’re investing, whether ...

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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

Ask Me Why We Don't Believe In Investing In Bonds. Ever.

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

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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

Looking Past the Current Stock Market Volatility is Key

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

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: 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: 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: 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: 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: 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: 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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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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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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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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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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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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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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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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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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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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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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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

Why Wealth Management Is About So 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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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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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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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

5 Important Things To Do While You're Still Alive (And Why Your Loved Ones Will Be Grateful)

I was sitting in a meeting the other day, where the topic of discussion was life changes. ...

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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

Back to School: Why 529 plans are NOT the answer

  As a chief investment officer of a successful financial firm, and also a father of “three under ...

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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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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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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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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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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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