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Bedel Blog
Ask Bedel
Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...
Are Stocks Expensive?
Investors need to consider the current environment when managing their return expectations in the...
Know Your Target Date Fund
Not all target-date funds are the same. Investors choose a fund that roughly coincides with their...
Enhanced Child Tax Credit – Do You Qualify?
The American Rescue Plan (ARP) has more than just stimulus payments to offer. If you qualify for...
GenNeXt Blog
Tax Diversification
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax...
Dependent Care FSA Considerations for 2021
The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at...
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...
BEDEL BAROMETER
Last updated May 2021
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
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