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  • An Introduction to Wealth Management - New Video

    An Introduction to Wealth Management - New Video

    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!

  • Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    Elaine Bedel Honored to Make Opening Remarks at Schwab IMPACT 2014

    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.

  • Your Investments: The Importance of Continued Oversight

    Your Investments: The Importance of Continued Oversight

    Elaine Bedel explains the strong impact of actively investing in your retirement accounts and how that can directly effect how your retirement will look.

  • Fee Transparency Video

    Fee Transparency Video

    Elaine Bedel explains how harmful inflated advisor fees can be on your investment accounts, particularly your retirement plans, such as 401k or 403b. 

  • Young Investor Video

    Young Investor Video

    Evan Bedel, CFP®, provides financial tips directed toward young professionals that will lead to a profitable financial future.

  • Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence

    Elaine Bedel honored by the Girl Scouts of Central Indiana for Confidence

    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.

  • Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion

    Elaine Bedel Featured on CNBC’s “Power Lunch” in Live Panel Discussion

    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.

  • Structured Notes Webinar

    Structured Notes Webinar

    Bill Wendling with Bedel Financial Consulting, Inc. discusses structured notes; how they work and how they may be appropriate for an investor's portfolio.

  • RetireSecureStrategy from Bedel Financial Consulting

    RetireSecureStrategy from Bedel Financial Consulting

    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.

  • 2016 Spring Newsletter

    2016 Spring Newsletter

    • Financial Fraud Against Seniors
    • It's Shaping Up to Be a Colorful Year!
    • Is Alternative Lending a Viable Investment?
    • Staying Connected with Social Media
    • Down Payment Hysteria
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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