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.
- 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
- Bachelor of Liberal Arts, Economics, Hanover College
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.
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.
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?
When donating to charity, it’s important to develop a strategy that meshes with your financial goals and tax situation.
What size is your market cap? Prudent investors know that company size is an important factor when building a portfolio.
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 ...
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 ...
Cyber attacks on the Democratic National Committee and Yahoo have made headlines recently. In both cases, emails were hacked and important personal ...
Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...
As we enter the home stretch of 2016, let’s take a quick step back from elections and holiday plans for a quick financial checkup.
Does your New Year’s resolution for 2016 resonate of “new year, new me”? Whether you have actually followed through with your resolutions or not, you should add one that requires a little effort now with a potentially large reward down the road.
Stock prices in China have plummeted over the past few weeks. This turmoil has raised concerns regarding the outlook for the world's second-largest economy and potential spillover effects on global markets. How does this market volatility in China affect you?