Please click the link below to view the 2 minute 1650 Wealth Management Personal Financial Website video:  > >  Your Personal Financial Website Video After viewing the video, please call or email us to access your Personal Financial Website today. As a client you have complimentary access to your personal financial website which provides you with a consolidated […]

Tom Balcom, Founder of 1650 Wealth Management, was interviewed this week by CNBC, regarding the hedging or protection investment strategies utilized within his clients’ portfolios.  The CNBC article titled “Market Got You Worried? Hedge to Buckle up Against Risk” highlights one of the newest sophisticated investment protection strategies, known as structured investments, or also referred to as structured notes.  Many […]

Tom Balcom, CFP, CAIA, MBA,  Founder of 1650 Wealth Management, was invited to speak today at Structured Products Americas 2014 conference, held in Miami, Florida.  Structured Products Americas brings together top senior investment advisors, private wealth management firms, and independent financial advisors to discuss the latest developments within the structured products market. Tom Balcom shared […]

          Tom Balcom, Founder of 1650 Wealth Management was interviewed this week by international financial risk management news outlet, Risk.net.  In the article entitled “Liquidity Never An Issue, Says 1650 Wealth Management“, Balcom was profiled as a “new breed of advisors” who consider structured investments to be “ETF 2.0”. Risk.net requires […]

I hope you enjoyed the Super Bowl commercials last night more than the actual football game!  Once again, the game revealed that “a good defense, always beats a good offense“.  We believe this also translates into portfolio management and why we incorporate hedging strategies into your investment portfolio, providing you with a level of protection during stock market declines. […]

Below is 1650 Wealth Management’s press release that was sent out today on our new investment guide:  “How The Wealthy Invest, What They Know That You Don’t”.   We wanted to share a copy with our readers.  Please let us know if you have any questions.  We look forward to receiving your feedback! Private Wealth […]

Over the past 14 years, as a Wealth Management Advisor, I have had the opportunity to sit down and meet with business owners, entrepreneurs, retirees and working professionals from all walks and stages of life.  These investors had either been managing their personal and retirement accounts in their spare time, or they had a relationship […]

Tom Balcom was invited to speak at today’s Institutional Investor RIA Investment Forum held at The Ritz-Carlton, San Francisco.  The Institutional Investor’s RIA Investment Forum is an invitation only event,  bringing together the top investment decision-makers from the nation’s leading Registered Investment Advisor firms. Tom was asked to share his expertise in creating customized investment strategies […]