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  • 2014 Fall Newsletter

    2014 Fall Newsletter

    • Surviving the Financial Impact of Alzheimer's
    • Keeping Busy as 2014 Winds to a Close
    • The Current Investment Environment in China
    • Three Investment Mistakes to Avoid in your 40s
    • What is a CFA Professional?
  • Bedel Financial Forum Welcomes Dr. Mary Austrom and Jack Broyles

    Bedel Financial Forum Welcomes Dr. Mary Austrom and Jack Broyles

    On October 7th, we welcomed Dr. Mary Austrom, the Wesley P. Martin Professor of Alzheimer Disease Education for the IU School of Medicine, and Jack Broyles as the featured speakers of our Bedel Financial Forum, focused on understanding and preparing for the financial and emotional impact of Alzheimer’s Disease.  Speaking on both the clinical aspects of the disease, as well as the more personal aspects of having a loved one that has been diagnosed with Alzheimer’s, both speakers provided insight into the impact of the disease on the patient, as well as on his or her family or caregivers, both emotionally and financially.

  • 2014 Summer Newsletter

    2014 Summer Newsletter

    • Preparing College Kids for Financial Independence 101
    • Where Did Those Lazy Days of Summer Go?
    • Thoughts from the Morningstar Conference
    • The Impact of Obama's Student Loan Changes on Borrowers AND Taxpayers
    • Just What Is a CFP® Professional?
  • 2014 Spring Newsletter

    2014 Spring Newsletter

    • Moving Foward On Your Own:  Kathleen Rehl, PhD, CFP®
    • Celebrating New Beginnings and Preparing for the Future
    • Does Inflation Matter?
    • Student Loan Repayment Options:  The Next Economic Bubble?
    • What is an RIA?
  • 2014 Winter Newsletter

    2014 Winter Newsletter

    Special Retirement Edition

     

    • Retirement:  Will You Be Ready?
    • Maximize Use of Retirement Plans
    • Effective Management of Retirement Resources
    • The Price of Procrastination
  • 2013 Fall Newsletter

    2013 Fall Newsletter

    • Don’t Be Fooled by Washington’s Theatrics
    • 2013 Was Defined by a D.C. Focus and our 25th Anniversary
    • To Claim Now, or to Claim Later? That is the Question
    • Explaining our GenerationNeXt™ Service
    • Best Charitable Contribution Option & Upcoming Tax Deadlines
  • Bedel Financial Forum Welcomes Greg Valliere

    Bedel Financial Forum Welcomes Greg Valliere

    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.

  • Bedel Financial Sponsors Women’s Fund “GO Ahead & Play” Piano!

    Bedel Financial Sponsors Women’s Fund “GO Ahead & Play” Piano!

    This student-led project provides transformed pianos throughout Indianapolis for anyone to play!

  • 2013 Summer Newsletter

    2013 Summer Newsletter

    • Rising Pressures in Long-Term Care Premium Rates
    • Enjoying Summer
    • 3D Printing:  The Next Industrial Revolution
    • Saving 15% of Your Gross Income is What It Takes
  • 2013 Spring Newsletter

    2013 Spring Newsletter

    • Advice for Your College Graduate
    • Milestones to Celebrate!
    • Finally, Some Positive News!
    • Sow Your Investment Seeds
    • Would You Benefit from a Roth Conversion?
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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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