What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!
What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!
Schwab IMPACT is national, 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 clients. In 2014, Elaine had the honor of introducing the event at the opening ceremony.
Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.
Elaine Bedel explains how harmful inflated advisor fees can be on your investment accounts, particularly your retirement plans, such as 401k or 403b.
Evan Bedel, CFP®, provides financial tips directed toward young professionals that will lead to a profitable financial future.
Elaine Bedel was honored by the Girl Scouts of Central Indiana for her demonstration and embodiment of “Confidence,” one of the four key traits the Girl Scouts organization works to instill in each of its members.
We are excited to share that Elaine Bedel was on CNBC’s “Power Lunch” on November 11th, 2013. She participated in a live panel discussion with Tyler Mathisen, co-anchor on "Power Lunch", and Bernie Clark, Executive Vice President of Advisor Services with Charles Schwab. The panel spoke on current investor sentiment as well as their thoughts on the current political and investment environment.
Bill Wendling with Bedel Financial Consulting, Inc. discusses structured notes; how they work and how they may be appropriate for an investor's portfolio.
Elaine Bedel introduces a unique planning tool which provides a level of protection to your portfolio and may be appropriate for those concerned with the volatility associated with investing in the stock market.
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.