Relentless - The Blog

Get the latest insights and thought leadership content on financial planning, investing and more on Relentless - the Beck Bode 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 producers describe it as a “shocking true crime series [that] examines the dark side of the American Dream,” adding, “some people will do ANYTHING for MONEY.” It’s a fascinating examination of how people get swindled. And while that is an interesting topic, it will not be our focus today. I only bring it up because it has to do with relationships and trust, the very currency that our industry relies upon for its existence.

    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....

    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...

    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...

    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...

    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...

    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....

    Think You're Well Diversified? Think Again

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

    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...

    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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