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

  • Over six years of experience in the financial services industry.
  • 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®

Check out more fun facts about Anthony:

Meet Anthony Harcourt, CIMA® | Bedel Financial


BLOG POSTS

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May 10, 2021

Are Stocks Expensive?

Investors need to consider the current environment when managing their return expectations in the coming years. If you are becoming concerned about higher valuations and fear a downturn, a strategy to consider is becoming more defensive with your equity allocations.

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Feb 15, 2021

Are you a Gambler or Investor?

Investing in certain parts of the market without a plan can result in the same dynamic as gambling. Are you ready to make a bet?

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Dec 14, 2020

Are You Guaranteeing Losses in Your Portfolio?

After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.

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Dec 2, 2020

What is Robinhood?

What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?

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Oct 5, 2020

Q3 Market Update: Are We There Yet?

Are you prepared for what the last stretch of 2020 could bring? With a disciplined approach and a solid financial plan, you should be equipped to weather any storm.

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Jul 13, 2020

2020 Halftime Market Update

Did equity markets fully recover from their March lows? Is the reopening of global economies sustainable, or are we on a path to another shutdown?

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Apr 13, 2020

COVID-19: Q1 Market Update

What initially appeared to be an issue that would primarily affect China quickly became a force that brought business to a virtual standstill around the world.

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Dec 23, 2019

Bitcoin Manipulation? Buyer Beware!

When it comes to bitcoin, the latter half of this past decade provided some investors with astronomical returns and others with similar losses. What causes such volatility, and what the implications of investing in Bitcoin? Is the currency safe and viable?

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Sep 16, 2019

Investing Lessons from Mount Elbert

Any mountain climber will tell you that reaching the summit requires preparation, patience and perseverance – and the same goes for investing. Without a plan, patience, and the persistence to grow your investments despite volatility and risk, you can’t reach the “summit” of your investment plan. We explore the lessons you can learn about investing from the perspective of a mountain climber.

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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.