Anthony Harcourt, CIMA®

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Portfolio Manager

As a Portfolio Manager, I focus on monitoring our clients’ investments and assisting in the research efforts for the Investment Committee. I also provide support to Portfolio Managers and internal teams regarding all facets of investment management and analysis, as well as assisting in client service and care.

Professional Investment Experience

  • Experience includes investment research and analysis, as well as the servicing of portfolios to help meet client goals.

Career History

  • Bedel Financial Consulting, Inc., Portfolio Manager
  • Bedel Financial Consulting, Inc., Investment Analyst
  • Charles Schwab & Co., Inc., Investment Representative
  • Bedel Financial Consulting, Inc., Investment Committee Intern

Education

  • Bachelor of Liberal Arts, Economics, Hanover College
  • Certified Investment Management Analyst®

BLOG POSTS

Image for Timber Investing: A Valid Long-Term Growth Strategy?

Jun 24, 2019

Timber Investing: A Valid Long-Term Growth Strategy?

Looking for a way to diversity your portfolio from traditional stocks and fixed-income investments? An investment in timber might be a good opportunity for you. We’ve explored the options for investing in timber and detailed the pros and cons of both options. Read on for the details.

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May 15, 2019

Customize Your Approach to Asset Allocations

When it comes to asset allocation, there’s no solution that’s one-size-fits-all. As you near retirement, it’s increasingly important to be sure that your balance of stocks to bonds is appropriate. We’ve detailed two methods to help determine what your asset allocation should look like.

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Mar 18, 2019

Market Caps: What’s in Your Portfolio?

Do you know what’s in your portfolio? While your answer might be “Yes,” it’s a good idea to look a bit closer to be sure you’re taking the amount of risk you intended. If you use index funds within your portfolio, be sure to understand the underlying stocks within each fund. This can easily alter how well your investments are meeting your expectations.

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Feb 6, 2019

How Student Debt Is Affecting the Housing Market

Most everyone knows that student loan debt is on the rise. But what many might not understand are the far-reaching consequences of that rising debt. A recent study published by the Federal Reserve studies the link between rising student debt and the drop in homeownership amongst young Americans. We examine the study’s findings and how this might affect today’s young adults.

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Dec 10, 2018

Young Adults - On the Road to Financial Success or Disillusionment?

How are today’s young adults feeling about their current and future financial success? Turns out, they’re pretty optimistic. But is that optimism misguided? We break down the results of a recent Schwab survey to identify areas where young adults might need a dose of reality.

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Sep 17, 2018

Currency Risk from Emerging Markets Hidden in Your Portfolio?

If your investment portfolio is exposed to economies whose currencies continue to depreciate against the U.S. dollar, the risk in your portfolio can rise. What causes this and what does it mean to you? Anthony explains this growing trend and how to be sure you’re comfortable with the amount of risk in your portfolio.

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Jun 4, 2018

International Travel: Handling Bank and Charge Cards

You’ve planned your dream vacation, but be sure it doesn’t turn into a financial nightmare! With a bit of planning ahead of time, you can ensure your finances are squared away for your trip and avoid any unnecessary interruptions to your cash flow. Read on for our best tips on protecting your money while traveling abroad.

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Mar 19, 2018

Mobile Payment Apps: Convenience vs Privacy

The popularity of mobile payment apps is on the rise, and it’s never been easier and more convenient to repay that friend or co-worker you owe money. But with that convenience also comes some risk. If you’re using an app to complete a peer-to-peer transaction, are you sure your personal information is secure and private?

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Dec 4, 2017

Charitable Gifting Strategies: Don’t Cheat Yourself or Your Charity

When donating to charity, it’s important to develop a strategy that meshes with your financial goals and tax situation.

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Sep 25, 2017

Ball Cap, Bottle Cap….Market Cap?

What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.

Image for International Stocks: Is Now the Time?

Jun 26, 2017

International Stocks: Is Now the Time?

After years of underperformance compared to U.S. stocks, international stocks have sprung to life over the past 12 months. This is welcomed news for ...

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Mar 20, 2017

Career Starters: Wake Up!

What’s the one deadly sin that can ruin your financial future? Answer: Spending when you should be saving! If you are part of the millennial ...