Anthony Harcourt, CIMA®
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.
- 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
- Certified Investment Management Analyst®
Check out more fun facts about Anthony:
Over the last several months, the Bedel Financial team has taken small steps to lengthen the duration of our clients' fixed-income portfolios to lock in intermediate-term yields while remaining diversified on the shorter end of the curve.
As we continue to monitor the inflation and economic data coming in, it is important to make sure your portfolio can withstand a bumpy ride should interest rates need to go higher than anticipated and tip the economy into a recession.
Many young adults face the challenge of moving from their "starter" home to the next home. Buying, selling, and moving between homes is no small task.
If you've read our previous posts about crypto investing, you've already received cautionary advice about this new and unregulated asset class of cryptocurrency. However, the collapse could serve as a pruning that is helpful for the industry's long-term health.
One of the fascinating developments during the COVID-19 pandemic was Wall Street's short-lived obsession with IPOs and SPACs. The recent choppy performance of IPOs is a good example of how quickly high-risk investments can decline in a broad market pullback.
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.
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.
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?
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.
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?
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.
What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?