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Beck Capital Management LLC

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Beck Capital Management LLC

Beck Capital is an SEC registered investment management firm serving high net worth individuals and institutions. That’s why we employ sector rotation.

Beck Capital Management is a fiduciary firm in Austin, TX that manages investments in-house with a tax-wise, transparent approach. Our team builds personal, trusted relationships with clients looking for peace of mind in retirement and beyond. You need a diversified portfolio management strategy to succeed in today’s markets. In today’s ever-changing economy, having a one-size-fits-all investment

strategy may not be an effective strategy to pursue your financial aspirations. The difference between thriving and surviving can be as simple as selecting the right wealth management firm to help you. We have built a team of experienced financial professionals to help our clients pursue their financial goals. This investment strategy allows you to concentrate your funds in specific industries or ‘sectors’ of the economy. Think of sector investing as shopping in a series of specialized boutiques rather than a massive department store. With sector rotation, instead of spreading your assets blindly across the entire market, we overweight your investments in sectors and industries we believe have the highest probability of delivering the best rates of return. This doesn’t mean we have a crystal ball that predicts future rates of return, but it does mean we have developed a disciplined process over decades that can benefit our clients. A successful investment strategy is about more than just money. It’s about pursuing important goals that can produce a comfortable lifestyle, financial security, and a legacy for future generations. To schedule a meeting, call (512) 345-6789 or email [email protected]

09/03/2026

Most people approaching retirement have a plan for their investments.

Very few have a plan for Medicare.

And for high earners, that gap is especially expensive.

Between IRMAA surcharges that can add thousands per year to your premiums, enrollment penalties that follow you for life, and coverage decisions you cannot easily undo, Medicare planning deserves the same attention as any other part of your retirement strategy.

In our latest article, Melanie Johnson breaks down what high earners need to know, including:
• How IRMAA surcharges work and how income planning can reduce them
• The enrollment timing mistakes that result in permanent premium penalties
• Medigap vs. Medicare Advantage: which structure fits a high-net-worth situation
• How to coordinate HSA drawdown with Medicare enrollment
• Long-term care options Medicare does not cover and what to do about it

Healthcare is a financial planning problem. Here is how to approach it like one.

Read the full article here: https://beckcapitalmgmt.com/articles/medicare-planning-retirement-high-earners/

09/02/2026

Turning the Corner Into Fall

There's a shift that happens after Labor Day. Schedules tighten, calendars fill back up, and the runway to year-end suddenly looks shorter than it did in July.

For financial planning, September is one of the more useful months of the year — early enough to make meaningful changes before December 31, late enough to have a clear picture of how the year has actually gone. Most of the highest-impact year-end moves aren't decided in December. They're decided now.

Start a conversation: http://beckcapitalmgmt.com/contact-us/

08/31/2026

A Look Back at August

This month, our focus was on the quieter side of financial planning — the decisions that don't come with deadlines, but tend to matter most over time.

▶ Tax Planning: The moves that need to happen before year-end, not April
▶ Retirement Income: Stress-testing the plan for inflation, taxes, and market risk
▶ Investment Approach: What real diversification and downside protection look like
▶ Housekeeping: Beneficiaries, entity structure, and the items easy to overlook

September brings a new cadence — fourth quarter, year-end planning, and the push toward 2027. A good time to make sure the plan is ready for it.

Catch up on our latest resources: https://beckcapitalmgmt.com/ebooks

08/28/2026

Five Questions Worth Asking Any Advisor

Whether you're evaluating a new advisor or reviewing your current one, these questions tend to surface the answers that matter most:
✔ Are you a fiduciary — full-time, in writing?
✔ How are you compensated, and by whom?
✔ Do you manage investments directly, or outsource?
✔ How is my plan customized to my situation?
✔ What happens to my plan if something happens to you?

Good answers should be specific. Vague ones tend to speak for themselves.

Download our free guide, 5 Questions to Ask a Financial Advisor: https://info.beckcapitalmgmt.com/ebook/5-questions-to-ask-a-financial-advisor

08/26/2026

The Cost of Waiting

Delayed decisions come with quiet costs. Not always dramatic ones — but ones that add up over time.

A few common examples:
▶ Roth conversions postponed into higher-income years
▶ Rebalancing skipped, allowing risk to drift
▶ Estate documents left unsigned for years past the intended date
▶ Cash reserves that keep growing well past their useful size

None of these are urgent on any given day. All of them tend to matter over a decade.

Start a conversation: http://beckcapitalmgmt.com/contact-us/

08/24/2026

When was the last time your beneficiaries were reviewed?

It's one of the easiest items on a financial plan to overlook — and one of the most consequential when it's wrong.

Beneficiary designations on retirement accounts, life insurance, and annuities generally override what's written in a will. Life events like marriage, divorce, births, and deaths can quickly make old designations obsolete. A quick review takes minutes. Catching an outdated one can matter for decades.

Explore our estate planning approach: https://beckcapitalmgmt.com/estate-planning/

08/21/2026

Business Owners: What Belongs on Your August Checklist

Late summer tends to be a natural planning window — busy enough to see how the year is shaping up, calm enough to make decisions before Q4 arrives.

A few items worth reviewing now:
✔ Retirement plan contributions for owners and key employees
✔ Estimated tax payments through Q3
✔ Entity structure — still the right fit for where the business is going?
✔ Personal wealth building outside the business
✔ Succession or transition planning conversations

The best time to think about these is before the calendar forces you to.

Connect with our team: http://beckcapitalmgmt.com/contact-us/

08/19/2026

New Beckonomics Episode 🎙

Victor and Hunter are back with a new episode — a mid-summer look at what's moving markets and what's just noise.

In this episode:
1. What second-quarter data is (and isn't) telling us
2. How to think about policy uncertainty without overreacting to it
3. Why the "boring" parts of a plan often matter most

Listen on your favorite platform: https://beckcapitalmgmt.com/podcasts

08/17/2026

What "Downside Protection" Actually Means

The phrase gets used loosely. Sometimes it means holding more cash. Sometimes it means bonds. Sometimes it means a specific strategy or hedge.

For us, it's less about a single tactic and more about how the pieces of a portfolio work together — so that a bad year in one area doesn't force decisions that damage the long-term plan. The goal isn't to avoid every loss. It's to avoid the kind of loss that changes your options.

See how we approach investment management: https://beckcapitalmgmt.com/investment-management/

08/14/2026

The Retirement Income Stress Test

Turning savings into reliable income is a different challenge than building the savings in the first place. Different risks, different priorities, different math.

We put together a short video briefing that walks through three specific areas worth pressure-testing:
→ Inflation: Can your income keep pace over 20+ years?
→ Taxes: Do you have a plan for the withdrawal sequence and RMD years?
→ Market Risk: Is there a buffer if the first years of retirement bring a downturn?

About 8 minutes. Clearer picture at the end of it.

Watch the masterclass: https://go.beckcapitalmgmt.com/beck-masterclass-welcome

Address

2009 S Capital Of Texas Highway Ste 200
Austin, TX
78746

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

http://www.beckcapitalmanagement.com/

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