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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Jun 13, 2022

Recent Graduates: Welcome to Financial “Adulting”

The important concept is establishing habits that will set you up for financial success moving forward. So let’s focus on some simple strategies that will help you get started on the right track.

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Feb 14, 2022

Super Bowl Commercials: Crypto Paycheck?

Most vendors continue to require the U.S. dollar as a primary means of payment, and you generally can't use cryptocurrencies to pay for everyday expenses like rent, mortgage, food, and medical bills. As a result, Bitcoin is still best viewed as a speculative investment rather than a reliable way to receive your paychecks.

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Nov 29, 2021

Why Holiday Gifts May Cost More

We may be in the middle of the largest supply chain disruption since World War II. But what is the "supply chain," and how did we get into this mess?

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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.