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    2024 Newsletter - Reflecting on the Evolving World of Equity Markets

    A new year is here, and with it, an opportunity to send you my January letter, as has now become our tradition. I hope this letter finds you and your family well. As you know, this communication serves as a recap of what is behind us, a commentary on what is before us, and a reminder of the time-tested principles upon which we operate.

    2023 Mid-Year Newsletter - Perfectly Human

    Once again, we find ourselves at the mid-point of a year. As with any point in time, not only are...

    From the Desk of the Chief Investment Officer

    Will your team win? A Story the Super Bowl Can Teach All Investors As a lifelong athlete and a huge...

    2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

    As we plod through our third bear market in four years, there’s a certain weariness that’s set in....

    Intentional Wealth Advisors Joins the Beck Bode Family of Companies

    Northern Michigan Financial Planning Firm Seeks And Finds A Values-Aligned Match

    2021 Q3 Newsletter – Fundamentals

    There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no...

    Compass Rose Joins the Beck Bode Family of Companies

    New Hampshire-based Compass Rose Private Investment Management joins the Beck Bode Family of...

    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, EA,...

    12/10 No BondCast LIVE – Holiday Planning with Misty and Angel

    WATCH NOW Misty Lynch, Director of Financial Planning / Financial Advisor, and Angel Williams,...

    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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