Tom Balcom, Founder of 1650 Wealth Management was interviewed by Susan Lion of NerdWallet.com. We have re-posted the article so you may read Tom’s advice below under Expert Opinions: What More Can Be Done to Curb Insider Trading? Or visit NerdWallet.com to read the article in its entirety. Why Insider Trading Hurts Us, and How We […]
1650 Wealth Management Hosts Women & Wealth Seminar
1650 Wealth Management is proud to host a financial education event geared specifically for women. The Power of a Plan: Women & Wealth seminar will be presented by Ms. Galey Gravenstein of Goldman Sachs on Wednesday, September 19, 2012, at Coral Ridge Country Club in Fort Lauderdale, Florida. Women are expected to take on many […]
Market Timing 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 […]
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’ […]
Welcome to Our Blog
Welcome to 1650 Wealth Management’s blog! Our goal is to provide you with timely financial news that is relevant to your financial household, current investment affairs, and will answer many of the excellent financial questions we receive weekly from clients and will also keep you posted on the latest happenings at 1650 Wealth. Subscribe today […]
CNBC Interviews Tom Balcom for Investor Special Report
By: Shelly K. Schwartz,, Special to CNBC.com | 29 Mar 2011 | 01:59 PM ET Assuming you have been unable to achieve paperless perfection, managing household records can be a tricky — never mind, time consuming — business, even for the uber organized. If you keep every brokerage statement, pay stub and credit card bill […]
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 […]
Tom Balcom Named FPA President of Greater Ft. Lauderdale
BOCA RATON, Fla. (Jan. 4, 2011) –The Financial Planning Association (FPA®) of Greater Fort Lauderdale elected Thomas W. Balcom, CFP®, CAIA, MBA, as 2011 President. Balcom began leading as President of the organization on January 1, 2011. “It is an honor to be elected by my peers to serve as President of the Financial Planning […]
US Adviser Enthuses Over Structured Note Success
Tom Balcom, Founder of IBIS Wealth Management and Winner of the Structured Products Association’s LeadingEdge Advisor Award, was interviewed today by StructuredRetailProducts.com. We have posted below the article that was just published for our clients review, as StructuredRetailProducts.com’s website and magazine is strictly subscription-based. If you have any questions related to the use of Structured […]
Tom Balcom is Featured in The New York Times!
Tom Balcom, Founder of 1650 Wealth Management was featured in today’s, The New York Times article, on his innovative work with Structred Products. Tom was the 2008 Structured Products Assocation’s LeadingEdge Advisor Award Winner, due to his progressive strategies utilizing Structured Products for his wealth management clientele. The New York Times recently requested an interview […]
