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Bedel Blog
Let’s End 2020! But don’t forget year-end tax planning!
Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will...
Set it and Forget it? Not With Your Financial Plan
Do not put your financial plan on the shelf and carry-on as usual. It's essential that you engage...
Ask Bedel
Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...
How to Build a Post-COVID Portfolio
Bond yields are at historically low levels, and the Fed has indicated no interest in creating...
GenNeXt Blog
Construction Fever
Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh...
The Budget Bride: Weddings Under $10k
Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by...
COVID-19: Impact on Student Loans & 529 Plans
Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES...
5 Things to Know Before You Open a Roth IRA
Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be...
BEDEL BAROMETER
Last updated September 2020
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
