617.209.2224

CLIENT PORTAL

Relentless - The Blog

    Posts about

    Financial Advisor (2)

    The Most Important Question To Ask Your Financial Advisor

    If you’ve known us for a while, you’ll know that the question “Why?” is in Beck Bode’s DNA. It’s what makes us tick. I would say, it’s what makes us tick quite a bit differently than most other financial advisors. I can’t stress enough the importance of asking “why?” – in every arena of your life, but especially when it comes to your personal finances. Because things are not always as they appear.

    The Problem with Longevity Risk

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

    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,...

    5 Questions To Ask Before You Invest

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

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

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

    “Too Much” Equities

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

    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...

    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,...

    The Road to a Better Life

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

    The Discomfort of Honesty

    Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...
    Prev 1 2 3 Next