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 our video 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.
When working with business owners who have a fairly significant capital loss from their business, we may be able to utilize those losses by converting a large portion of an IRA to a Roth IRA. Doing so will allow the business owner to move those tax-deferred dollars to a tax-free bucket while paying little to no income tax. Now those converted dollars will grow tax free for retirement.