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Bedel Blog
Retiring with Employer Stock in your 401(k)? Consider this…
As hiring and retaining talented employees becomes increasingly competitive, it is not uncommon...
Choices for Investing Cash
Treasury bonds might be a good fit if you prioritize safety and are comfortable with limited...
Factors in Predicting Fed Rate Hikes
While Federal Reserve rate hike predictions are essential for navigating financial markets, their...
Understanding the Kiddie Tax: How it Works and What Parents Need to Know
The Kiddie Tax applies to children under 19 years old and full-time students under 24 who don't...
GenNeXt Blog
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...
Student Loan Repayment: Back Like Never Before
It’s not abnormal for borrowers to feel they are in a different spot financially since March of...
Retirement Plan Considerations when Changing Jobs
Each company’s plan will differ from others. It’s important to talk with a financial advisor to...
BEDEL BAROMETER
Last updated March 2024
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year