Why Hold Bonds?

Over the last few weeks, we have had discussions with a number of clients on why bonds should continue to be held in their portfolio during a rising interest rate environment.  To explain why bonds remain a critical component in an investment portfolio, we must look at the relationship between bond prices and interest rates. […]

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The College Prepaid Dilemma

You have just brought your little bundle of joy into the world and already you are thinking about college for your baby, especially if you live in a state that has a College Prepaid Savings program such as Florida.   Parents typically will call Florida Prepaid to get a jump on locking-in the college tuition rate […]

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Bloomberg Interviews Tom Balcom on Structured Note Market

Tom Balcom, Founder and Investment Advisor at 1650 Wealth Management was interviewed today by Bloomberg.   As a structured note investment expert, Tom shared his perspective on why demand has recently decreased for structured note investment vehicles in today’s Bloomberg article entitled “First-Half Structured-Note Sales Fall Amid Low Volatility Rates“. In 2005,  Tom received his […]

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Tom Balcom Speaks at Structured Products Conference Today

Tom Balcom was invited to speak today at the 2nd Annual North American Structured Products Conference, held at the Westin Copley Place, Boston.  Tom’s expertise in working with Structured Products, as a Registered Investment Advisor, has gained industry attention, as it is estimated that less than 10% of Financial Advisor’s or Registered Investment Advisors have experience working with […]

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Tom Balcom Speaks at The Harvard Club Boston

Tom Balcom, Founder of 1650 Wealth Management, was in Boston today speaking at Retail ALTS 2nd Annual Advisor Forum at The Harvard Club.   Tom was invited to share his expertise on the utilization of structured products, which are classified as alternative investments, within his firm’s managed portfolio’s. In 2005,  Tom received his Chartered Alternative Investment Analyst […]

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Top Financial Advisors Miami

Tom Balcom, CFP, CAIA, MBA,  Founder of 1650 Wealth Management, was invited to speak to 70 top Miami Financial Advisors at the Financial Planning Association Meeting of Miami Dade on May 14, 2013, held at the University of Miami, BankUnited Center located in Miami, Florida. Tom Balcom a Financial Advisor and Certified Alternative Investment Analyst, […]

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Tom Balcom Interviewed by Structured Products Daily

Tom Balcom, Founder of 1650 Wealth Management, was interviewed for the May 3, 2013 issue of Structured Products Daily.  Tom was asked to analyze a New Issue Structured Note, from Credit Suisse.  1650 Wealth Management specializes in creating customized investment portfolio’s that include sophisticated alternative investments, such as Structured Notes.  Structured Notes are utilized in […]

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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 […]

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