The first lesson taught in business school is the value of diversification.  Most students could have saved themselves a lot of money by listening to their parents who advised them against “putting all their eggs in one basket.” While that advice has certainly proven to be wise in the long-term, on a short-term basis this […]

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. […]

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 […]

If you have been tuned into financial news this past week, you will have learned that the SEC repealed their 80-year long advertising ban on hedge funds.   Many investors are unsure as to what this means for them.   A barrage of advertising messages? Tom Balcom, Founder of 1650 Wealth Management was interviewed by […]

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 […]

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 […]

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 […]

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, […]

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 […]