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Bedel Financial
  • Bedel Financial Recognized as one of the “Top 10 Financial Advisors in Indianapolis"

    Posted by: Bedel Financial Consulting    |   Tuesday, February 28, 2017

    Bedel Financial Consulting, Inc. was recently recognized as one of the “Top 10 Financial Advisors in Indianapolis, Indiana” for 2017 by Advisory HQ, an online news media that provides independent reviews and rankings of financial firms in the U.S., U.K., and Canada. Bedel Financial was also recognized on this list in 2016! To be recognized by {more}

  • Elaine Bedel appointed as President of the IEDC

    Monday, January 9, 2017

    Elaine Bedel, owner of Bedel Financial Consulting, Inc., has been named president of the Indiana Economic Development Corporation

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  • Evan Bedel, CFP®, partners with Heroes Foundation for #GivingTuesday

    Wednesday, November 23, 2016

    Evan Bedel’s article “A Millennial Approach to Giving” was recently featured in the #GivingTuesday edition of Heroes Foundation’s newsletter. Many parents might not think about incorporating the concept of philanthropy into their young children’s lives. But Evan believes the opportunity for teaching a spirit of giving is {more}

  • Cassi Vanderpool Graduates from Butler University’s Advancing Women in Leadership Program

    Thursday, June 16, 2016

    Cassi Vanderpool recently graduated from Butler University’s Advancing Women in Leadership (AWL) program. The AWL program is a six-month course intended to support and challenge women to proactively grow and develop themselves to be more influential and purposeful leaders. AWL is designed for women who are ready to commit themselves in a challenging {more}

  • Bedel Financial Listed as one of the Top RIAs by Financial Times

    Thursday, June 16, 2016

    In June 2016, Bedel Financial Consulting, Inc. was honored to be included in the third edition of Financial Times' FT 300, a list of the nation's Top Registered Investment Advisors. More than 1,500 applicants were considered based on six criteria: amount of assets managed, growth rate of assets, years in business, compliance record, industry certifications {more}

Great Loss Avoided

Great Loss Avoided

Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security.  For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company.  By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation.  Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.

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