Beck Bode

The SpaceX IPO is everywhere right now, and the questions have started. Can you get me in? How do I buy shares?

In his latest piece, Ben Beck, CFP® reframes the question. The fear usually isn't about missing the investment. It's about missing the story, and not wanting to feel left behind.

He gets into why the "boring" approach tends to win, and what the investors who build lasting wealth have in common.

Read it here: https://beckbode.com/blog/spacex-ipo-fear-of-missing-out

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:

The Long View: MAY 2026 Discover the importance of patience and intentional decisions in investing, and learn about our new Portsmouth office, upcoming webinar, and key IRA deadlines.