Matt Morizio
College planning part 2: What if you didn't use a 529?
My 529 post from a couple weeks ago raised some eyebrows, so let me elaborate. But before I give a few hypothetical alternatives to...
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Matt Morizio
- May 11, 2018
- 3 min
Stop selling yourself short - your retirement isn't the end goal
If you’re investing for yourself, you’ll never create the future you’re capable of. You need to think bigger. And you need to get the...
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Matt Morizio
- May 4, 2018
- 2 min
College planning part 1: Is the 529 your only choice?
Spoiler alert: The 529 savings account may not be your best option for college savings. Why? As a professional financial advisor – and a...
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Matt Morizio
- Mar 23, 2018
- 3 min
I'm glad you trust me. You still shouldn't hire me as your financial advisor.
I work with a lot of high performing athletes and entrepreneurs, and they are particularly good at maintaining tunnel vision in a very...
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Matt Morizio
- Mar 15, 2018
- 4 min
Welcome to the sausage factory
I was at an event the other day sitting with a group that included both a portfolio manager (person who manages a mutual fund) and...
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Matt Morizio
- Mar 3, 2018
- 4 min
5 lessons from Warren Buffett's annual letter to his shareholders
Warren Buffett writes a letter to the shareholders of Berkshire Hathaway every year. I read it. You should too. There are so many golden...
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Matt Morizio
- Feb 16, 2018
- 3 min
The biggest challenge both athletes and entrepreneurs face….and it’s not their personal finances
In my job I’m blessed to be able to work with some incredibly talented athletes and entrepreneurs, and they struggle with the same unique...
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Matt Morizio
- Feb 8, 2018
- 2 min
Help, the sky is falling!
Ohhh, the beauty of market unpredictability. We’re in the midst of a market pullback despite all economic indicators looking strong, and...
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Matt Morizio
- Feb 2, 2018
- 4 min
A year in review - observations about the investing industry from a former outsider
I joined Beck Bode a little over a year ago as an outsider to the investment industry. I had my skepticisms and predispositions about the...
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Matt Morizio
- Jan 25, 2018
- 3 min
Do you have a (financial) plan?
Maybe you have someone who manages your investments, and maybe “make my money grow” is a sufficient goal right now, but maybe it isn't....
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Matt Morizio
- Nov 30, 2017
- 16 min
Minor Leagues, Major Lessons
Now that I’m in finance, and I write mainly finance-related material, it’d be easy to say that earning less than $10,000/year taught me...
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Matt Morizio
- Nov 14, 2017
- 4 min
Is Wall Street insulting you with investment minimums?
I haven’t been in the industry a long time, and I don’t pretend to know everything, but I’ve been in it long enough to recognize there is...
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Matt Morizio
- Nov 4, 2017
- 4 min
Intro To Options Trading
Trading options can be exhilarating, and stomach turning. There is a very real possibility you can lose everything. However, you can find...
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Matt Morizio
- Oct 26, 2017
- 2 min
New Job, Old 401k
Changing jobs is always exciting…and anxiety-provoking, and encouraging, and a mixed bag of other emotions. You likely wrestled with the...
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Matt Morizio
- Oct 20, 2017
- 4 min
Considering alternative investments? Here’s an important piece of advice
I’m often asked, “What else can I invest in besides stocks, bonds, and cash?” Well, to the investment world, those “other” investments...
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Matt Morizio
- Oct 17, 2017
- 3 min
You May Be More Like Theo Epstein Than You Think
Sunday night the Dodgers pulled off a Hollywood-esque win in the bottom of the 9th over the Cubs. For a fan of the game, it was...
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Matt Morizio
- Oct 6, 2017
- 3 min
Retirement Plans 101: Three Rules to Help You Understand the Basics
In honor of playoff baseball and Big Papi's first season of retirement... If there is one thing the investment industry is great at, it’s...
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Matt Morizio
- Sep 29, 2017
- 3 min
The Rise of Mediocrity - Index Funds and ETF's
ETF’s (Exchange Traded Funds) and index funds are taking the investment world by storm. According to the Financial Times, they now...
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Matt Morizio
- Sep 21, 2017
- 4 min
How to Find a Financial Advisor
I created this site to answer this exact question: How do you find a financial advisor you can trust who is really good at what they do?...
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Matt Morizio
- Sep 15, 2017
- 3 min
Motivation vs Discipline - A Beginner’s Guide to Investing
Some time ago I was listening to a Tim Ferris podcast with Navy SEAL Jocko Willink, and Jocko made the powerful statement that discipline...
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