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Bedel Blog

May 20, 2024

Naming Beneficiaries: What to Know

Ensuring your beneficiary designations are up to date is crucial to ensuring your wishes are...

May 13, 2024

Investing in Uncertain Times

With markets at historically high valuations, rebalancing the risk in your portfolio may be...

May 6, 2024

Stuck: Ultra-Low Rates are Anchoring the Housing Market

The housing market in 2024 is a complex dance among low locked-in rates, rising current rates,...

Apr 29, 2024

How to Jump-Start Your Child’s Retirement

This is a long-term investment. Your child will probably not fully appreciate your generosity...

GenNeXt Blog

Apr 18, 2024

Instant Gratification? Not So Fast

It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...

Jan 22, 2024

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...

Jan 17, 2024

Important 529 Plan Changes

Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...

Sep 27, 2023

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...

BEDEL BAROMETER

Last updated May 2024

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Current Score

+4

What's this?

The Bedel Barometer was developed in 2009 to provide a measure of the overall health of the U.S. economy. To do this, we identified 7 key areas that have historically been strong indicators as to the strength of our economy. Using a score of either positive, negative or neutral, we assign a value to each of these and are able to combine the results and reflect the overall measure that you see today.

How each indicator stacks up today

The Bedel Barometer offers a comprehensive measure of the overall health of the U.S. economy.

BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS

(DISCRETIONARY ASSETS UNDER MANAGEMENT)

Image of a bar graph showing growth
Image of a bar graph showing growth
Image of a bar graph showing growthImage of a bar graph showing growth

Values as of December 31st of each year