Anthony Harcourt

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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

BLOG POSTS

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

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.

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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 ...

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Dec 20, 2016

Cyber Defense Starts With You!

Cyber attacks on the Democratic National Committee and Yahoo have made headlines recently. In both cases, emails were hacked and important personal ...

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Nov 28, 2016

Are Humans Wired for Successful Investing?

Are you your worst enemy when it comes to investing for your future? Behavior scientists may say “yes”. People want safety and comfort. ...

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Nov 7, 2016

Finishing Strong: Year-End Tax Planning

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.

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Jan 25, 2016

Start 2016 with a 401(k) 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.