Fee-Based vs Fee-Only: Which Should You Choose?
The question of advisor compensation is central to establishing the relationship between advisor and client – and if it’s not, it needs to be. Clients are sometimes uncomfortable bringing up the issue, because talking about money isn’t easy. Also, not all advisors are forthright about how they are compensated, so it’s important for clients to be well-informed before deciding on the advisor that’s right for them.
Read MoreFee-Based vs Fee-Only: Which Should You Choose?
The question of advisor compensation is central to establishing the relationship between advisor ...
Learn More“Too Much” Equities
Let’s talk about prospecting, which is something I think of often. Imagine you meet with a ...
Learn MoreOwning Your Agenda
You may have noticed, many of my musings start with ownership of a major sports team. That’s ...
Learn MoreThe Shoebox
Everyone has dreams: whether they want to admit it or not, everyone dreams of something. The ...
Learn MoreRetirement 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 ...
Learn MoreIf 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 ...
Learn MoreWhat 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 ...
Learn MoreBatting Above Average
As advisors, our role is to put our clients in front of positive investing opportunities. Our work ...
Learn MoreThe Myth of Portfolio Customization
When you walk into Merrill Lynch or Fidelity – these are two different firms and I’d like to point ...
Learn MoreThe Problem With Assumptions
Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How ...
Learn MoreThis 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, ...
Learn MoreThe Road to a Better Life
My partner Jim and I often talk about how financial advisors are compensated in our industry. ...
Learn More8 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 ...
Learn MoreThe 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 ...
Learn MoreThe Discomfort of Honesty
Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded ...
Learn MoreWhich Side are You Protecting?
On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t ...
Learn MorePreparing Your Clients For Your Succession
Most financial advisors know that they need to have a succession plan in place – whether they ...
Learn MoreWhy Advisors Don’t Plan For Succession
We know from experience in working with business owners that planning for succession is something ...
Learn More8 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 ...
Learn MoreThe Worst Financial Advisor
People often ask me what makes for a great financial advisor. Honestly, this question doesn’t even ...
Learn MoreThe 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 ...
Learn MoreSwim Coach or Lifeguard?
At our old office before our renovation, I had a whiteboard behind me where I scribbled occasional ...
Learn MoreAre You Running with the Herd?
"It's impossible to produce superior returns unless you do something quite different from the ...
Learn MoreWhat Lights You Up?
Every Monday at Beck Bode, we have a team call where I share some thinking that will hopefully get ...
Learn MoreThe Value of a Good Advisor
Humans are emotional creatures. When it comes to investing, because of our emotionality, we run a ...
Learn MoreThe 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 ...
Learn MoreMotivation
When I think about people and their motivation in the realm of work, I think of three categories. ...
Learn MoreThe 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 ...
Learn MoreLiar, Liar
In the investment world, as in just about anywhere else these days, there seems to be so much hype. ...
Learn MoreWhatever 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 ...
Learn More2021 Q3 Newsletter – Fundamentals
There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no ...
Learn MoreHow 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. ...
Learn MoreThe 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 ...
Learn MoreDoes a Financial Advisor Serve – or Lead?
When I was younger I had this football coach whom I greatly admired. You know that expression you ...
Learn MoreCompass Rose Joins the Beck Bode Family of Companies
New Hampshire-based Compass Rose Private Investment Management joins the Beck Bode Family of ...
Learn More2/11 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, ...
Learn More12/10 No BondCast LIVE – Holiday Planning with Misty and Angel
WATCH NOW Misty Lynch, Director of Financial Planning / Financial Advisor, and Angel Williams, ...
Learn MoreFinancial 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 ...
Learn More11/12 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. ...
Learn MoreHealth & 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 ...
Learn MoreHomeschooling 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. ...
Learn MoreThink You're Well Diversified? Think Again
Every day people come to us with a stack of statements from wherever they’re investing, whether ...
Learn MoreMaking 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 ...
Learn MoreAsk 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 ...
Learn More3 Things Wirehouse Advisors Need to Know Before Breaking Away
In the financial advisory and investment world, Wirehouses are the franchises of the industry. ...
Learn MoreBusiness Ethics in the Wealth Management Industry
In any industry, business ethics need to be a critical part of both the ethos and the contractual ...
Learn MoreWhat to Do If You're a Victim of Fraud
Financial planning and wealth management is more than investments and managing funds, it’s also ...
Learn MoreLooking 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, ...
Learn MoreResources for Financial Advisors During and After the Coronavirus
Saying these last two months have been trying would be an understatement. Beyond the struggles we ...
Learn MoreWhy 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 ...
Learn MoreNo Bonds Podcast: Market Volatility
We’re back with Ben and Matt with another No Bonds Podcast! Today, we’re discussing market ...
Learn MoreNo 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 ...
Learn More2021 Q1 Newsletter – Lessons Learned
Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – ...
Learn MoreNo Bonds Podcast: Financial Empowerment
Ben and Matt return in the first No Bonds Podcast episode of 2020! They discuss the New Year, the ...
Learn More1/14 No BondCast LIVE – New Year Special with Andris Lagsdin
On Thursday, January 14th at 3pm EST Matt Morizio sat down with entrepreneur, founder, and ...
Learn MoreNo Bonds Podcast: Why Investment Management Matters
The crew gets together today to talk about how they started with their careers in financial ...
Learn MoreNo Bonds Podcast: What About The Risk?
This week, Matt and Ben tackle the concept of risk and how you should incorporate risk into your ...
Learn MoreNo Bonds Podcast: Catching Up On Interest Rates
The crew gets together today to talk about current events, how lower interest rates affect the ...
Learn MoreNo 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 ...
Learn MoreNo 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 ...
Learn MoreNo 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 ...
Learn MoreNo 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 ...
Learn MoreNo 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 ...
Learn MoreNo 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 ...
Learn MoreNo 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance Quick Tips - Think About Worth, Not Price
For this coming holiday season, change up how you shop. Matt recommends you think about worth, not ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance Quick Tips - Roth IRA Vs Traditional IRA Part II
Today, we dive back into the debate between the Roth IRA vs. the traditional IRA.
Learn MoreFinance 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.
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance Quick Tips - Risk vs Volatility
Risk vs Volatility? What does it mean for you?
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance 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? ...
Learn MoreFinance 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 ...
Learn MoreFinance 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 ...
Learn MoreFinance Quick Tips - Optimizing Your Budgeting Strategy
In today's quick tips, we're discussing different ways to optimize your budget. Stay tuned next ...
Learn MoreFinance 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 ...
Learn MoreWhy 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 ...
Learn MoreFinance Quick Tips - Friends & Finance
Today in our finance quick tips, we talk about friends and finance. Should you mix the two or keep ...
Learn MoreFinance Quick Tips - Goal Setting
In today's quick tips, we're talking about setting goals for your finances. What kind of things ...
Learn MoreFinance 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 ...
Learn MoreFinance Quick Tips - Fiduciary Duty
Today in our finance quick tips, we talk about the meaning behind fiduciary duty. Stay tuned, ...
Learn MoreFinance Quick Tips - Golf Course Investing
Today in our finance quick tips, we talk about how to make the right decisions when evaluating ...
Learn MoreFinance Quick Tips - Stocks, Bonds, & Mutual Funds
In today's quick tips, we review the difference between stocks, bonds, and mutual funds. Stay ...
Learn MoreFinance Quick Tips - Capital Gains
Today in our finance quick tips, we talk about capital gains. Stay tuned, because the first episode ...
Learn MoreFinance 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 ...
Learn More5 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. ...
Learn MoreWatch out for IRMAA – Who’s that, you ask?
The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise ...
Learn MoreWhat I learned from my kitchen remodel
New visitors to our home frequently comment on our kitchen, specifically on how great it looks. We ...
Learn MorePLEASE, 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 ...
Learn MoreBeck Bode Wealth Management Names New COO
Dan Kline brings over two decades of operations experience in high growth environments.
Learn MoreRobo Advisor
Is your financial advisor operating exactly like a robo-advisor? What exactly is a “robo-advisor?” ...
Learn MoreBack 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 ...
Learn MoreRobots 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 ...
Learn MoreJane Evelyn, CFP® Joins Beck Bode Wealth Management
DEDHAM, MA – February 3, 2015– Beck Bode Wealth Management (Beck Bode) is pleased to announce that ...
Learn MoreJohn Madden’s Winning Advice
Good investment advice doesn’t always come from financial advisors. It can come from anywhere, even ...
Learn MoreTricia Welsh, CFP® Joins Beck Bode Wealth Management
DEDHAM, MA – November 14, 2014 – Beck Bode Wealth Management (Beck Bode) is pleased to announce ...
Learn MoreBeck 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 ...
Learn MoreWhy Your Portfolio Should Look Like an All-Star Team
“Diversification” is a frequently used buzzword in investment management. The idea is that an ...
Learn MoreWhat 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.
