Special Retirement Edition
Greg Valliere, Chief Political Strategist for the Potomac Research Group, was the featured speaker at October 15th’s Bedel Financial Forum. Speaking on a wide range of topics, including the recent government shutdown, the debt ceiling and the upcoming elections, Greg provided insight into the inner workings of Washington and how those day-to-day activities affect us as investors.
This student-led project provides transformed pianos throughout Indianapolis for anyone to play!
This Junior Achievement of Central Indiana video was created to highlight the career and achievements of Elaine Bedel for her induction into their Business Hall of Fame in February of 2013.
What You Need to Know to Save For College
and Save On College
The cost of attending college continues to rise and there is little we can do to alter this trend. If you are planning to assist with education costs for your children, you'll not only have to start saving earlier but you'll have to save smarter as well. “Education Funding” covers the pros and cons of the most popular savings vehicles. It also provides information on funding sources and gives you some financial strategies that can help your education funds go further.
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.