Beck Bode

06/03/2026

Now that we've had time to process the Celtics elimination from the NBA playoffs…

There's actually a lot it can teach us about our finances. Being up 3-1 felt like a sure thing. And then it wasn't.

That same pattern shows up in financial planning more than you'd think. In this week's essay, our managing partner Ben Beck breaks down three lessons the Celtics loss can teach us about staying disciplined when it matters most.

Read more here: https://beckbode.com/blog/playing-not-to-lose-investing-discipline

06/02/2026

Your 401k knows your balance. It does not know your goals, your dreams, or how both will change along the way.

Enough is not a number you stumble into. It is a plan you can see, built around the life you actually want and written down so it holds when the headlines get loud, the road gets rough, or the unforeseeable becomes real.

That is where the real work comes in.

Not guessing at the market, but knowing your goals and the plan built to fuel them.

05/29/2026

Great hitters don't swing at everything.

Investing works the same way. The disciplined investors wait for the right pitch, hold their stance, and let the count work in their favor.

Ben Beck, CFP®'s first essay in his new baseball series. Part One: Know the Count, is now on the blog.

Read here: https://beckbode.com/blog/blog/know-the-count-investment-discipline

05/27/2026

Meet Peter Kalianiotis, Financial Advisor at Beck Bode.

After years working alongside financial advisors, Peter made a deliberate choice to become one, for the families he knows best.

A few things you should know about him:

- He's coached the Special Olympics basketball team at Cardinal Cushing School in Hanover for over 25 years
- His wife Nicole is a teacher, so he understands that world firsthand
- He specializes in working with teachers, first responders, and families who feel pulled in every direction

Watch his story below, or reach out to us to work with him directly.

05/26/2026

Financial literacy isn't about being perfect with money.

It's about making small, consistent decisions that compound over time.

Ashley Cotler knows this better than most. She rebuilt her financial life from scratch after COVID wiped out her business the same week her second child was born.

These are three habits she actually uses to consider:

→ $81 extra to mortgage principal each month. $43,000 saved in interest over time.
→ Two separate high-yield savings accounts. One for emergencies. One for the costs you know are coming like planning for a vacation or home updates.
→ UTMA accounts for her kids funded by birthday and holiday money. $400 today could be $1,000+ by the time they're 18.

None of these are complicated. All of them are intentional.

Swipe through and read her full story here: https://beckbode.com/blog/ashley-cotler-financial-literacy-starting-over

05/25/2026

Honoring those who gave their lives in service to our country.

Beck Bode's offices will be closed on Monday, May 25th 2026 in observance of Memorial Day.

We hope you have the opportunity to find rest and reflection during the holiday weekend.

05/24/2026

Memorial Day weekend invites the long view.

May arrives with momentum. Schedules fill. And for the first time in a while, there's a chance to look up.

May's edition of The Long View is worth a few minutes before the long weekend begins:

🔵 The opening of our new Portsmouth office!
🔵 The first essay in Ben Beck, CFP®'s new baseball series on the power of waiting for the right pitch, not swinging at every pitch.
🔵 And a Planning Corner conversation between Ben Beck, CFP® and Garrett Murphy, our Director of Tax Services, on what to do with your tax return now that it has been filed. One of the threads they kept coming back to: it is not the bill that upsets people. It is the surprise that can come after you file.

Read it here:

Discover the importance of patience and intentional decisions in investing, and learn about our new Portsmouth office, upcoming webinar, and key IRA deadlines.

05/21/2026

A couple weeks ago, Resilience Medfield opened their doors to the whole community for the Fitness Fiesta!

Athletes, families, and friends came together for an evening of food, fun, and real competition. Teams threw down in heats throughout the night, kids bounced around between face painting and food trucks, and the final heat celebrated two of Resilience Medfield's own CrossFit Games Semifinalists: Doug Parizeau and Ben Beck.

None of it happens without Coach Cristina Anderson and the incredible Resilience Medfield community. If you've ever driven by that orange building and wondered what goes on inside — this is it.

Beck Bode was proud to be part of making this one happen. Watch our highlights from this amazing event. 🎥

05/20/2026

The May edition of The Long View is live.

Taking the long view requires discipline. The kind that holds up when the count is full and the pitch is on the way.

Every at-bat begins with a count. The disciplined hitter knows what kind of pitch to look for before the windup. Investing works the same way. Most react to the noise of the moment. The disciplined ones wait for the right pitch.

Inside this month's edition:
• The opening of our new Portsmouth office at 1 New Hampshire Avenue
• Three Lessons from the Diamond — Part One: Know the Count
• Planning Corner: what to do with your tax return now that it has been filed

Read here: https://beckbode.com/newsletters/the-long-view-may-2026

05/16/2026

That is what we plan for.

Golf and a good plan ask a lot of the same questions. Stay patient. Trust the people around you. Don't flinch when one drive doesn't go the way you wanted.

You never know where you'll end up on the green, or how you'll get out of it on the next shot.
But when the round is done, there's still a whole season ahead.

The 2026 Legacy Cup is on the way. Save the dates soon.