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Bedel Blog
The Risk You Can’t Diversify Away – Disability
The need to insure against loss of income has never been more relevant. More and more pressure is...
A Good Problem to Have - But Still a Problem!
The problem of having too many gains in a handful of stocks is one many of us would love to have....
Dow Jones 50,000: What Should Investors Do Now?
The milestone may grab headlines, but it shouldn't change a well-designed investment strategy. To...
Building Financial Literacy Within Your Family
If initiating the conversation might be too difficult, consider having your financial advisor...
GenNeXt Blog
Where Are You Putting All That Cash?
With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to...
Instant Gratification? Not So Fast
It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...
The Lost Years: The Untold Truth About Your 30s
What people fail to talk about is how this phase of life is expensive and can easily throw a...
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...
BEDEL BAROMETER
Last updated August 2026
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year