Archive | Recent

Why Are Investor’s Switching to RIA Firm’s?

Recently, more investors have been leaving many of the large brokerage firms and switching to work with an Independent Registered Investment Advisor (RIA). Do you know how an Independent Registered Investment Advisor differs from a financial advisor or stock broker? Most investors don’t realize or understand the credentials behind their investment advisors name. The unregulated […]

Continue Reading

Tom Balcom Speaking at 2011 Structured Products Americas

Tom Balcom Speaking at 2011 Structured Products Americas Conference Tom Balcom, Founder of 1650 Wealth Management, was invited to speak on May 5, 2011 at the 6th Annual Structured Products Americas Conference ( http://www.structuredproductsamericas.com) hosted at the Biltmore Hotel in Coral Gables, Florida. Tom utilizes structured notes as a risk mitigating tool within his clients’ […]

Continue Reading

Diversification or Timing the Market?

After experiencing the Great Recession of late 2008 and early 2009, investors may have questioned the merits associated with diversification. With most asset classes experiencing significant declines, the most seasoned of investors were forced to reevaluate their investment plans. Those who panicked and sold out of growth assets (stocks, REIT’s, commodities, high yield bonds) in […]

Continue Reading