Nov222016
Evan Bedel, CFP®, partners with Heroes Foundation for #GivingTuesday
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. {more}
Jun132016
Meredith Carbrey, CFP® featured on CNBC.com
CNBC.com’s special article “1 in 6 Newlyweds Admit to This Financial Secret” featuring Meredith Carbrey, CFP® Many newlyweds are not entirely forthcoming about their financial situation with their partner, and many others just don’t seem to make the time to discuss their finances and goals. {more}
Feb232015
Evan Bedel, CFP® featured in USA Today - Money
USA Today's special article “There ought to be these retirement laws” featuring Evan Bedel, CFP® While federal and state policy makers are working hard to propose laws that would help those saving for retirement, many believe there is still much work to be done. Read on to see what laws Evan Bedel feels need to be enacted to enhance {more}
Dec12014
Ryan Collier featured in The Financial Times’ Financial Advisor IQ
The Financial Times’ Financial Advisor IQ article “Safety Tips When Using Unconstrained Bond Funds” featuring Ryan Collier Unconstrained bond funds are enjoying increased popularity these days, due in part to talk of higher interest rates, as well as fear that long-term bonds will lose momentum. However, unconstrained bond funds, also {more}
Nov242014
Elaine Bedel - Opening Remarks at Schwab IMPACT 2014
Elaine Bedel, CFP®, and Dave Crossman, CFA, attended the 2014 Schwab IMPACT Conference in Denver, Colorado in early November. This national event is an invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their {more}
May12014
Elaine Bedel featured in US News & World Report Article
US News & World Report Article "How to Budget For Health Care Expenses in Retirement" featuring Elaine Bedel Should you plan on getting healthier once you retire, or is it smarter to work on wellness in advance? New research indicates that entering retirement in good health can result in a major cost savings: Those who retire in good health may need {more}
Feb32014
Bedel Financial Featured in The Wall Street Journal
We are excited to share that Ryan Collier, our Senior Portfolio Manager and director of investments, was recently selected by The Wall Street Journal to collaborate on the February 3rd article titled "Adviser Sees a Mediocre Year for Bonds", in the Journal Report section. In the article, Ryan shares our team’s thoughts regarding the bond {more}