YOU FOCUS ON YOUR FUTURE. WE'LL FOCUS ON YOUR FINANCES.TM

Fee-only, comprehensive wealth management for all generations.

Bedel Blog

Aug 15, 2022

Buy or Rent a Home? Which is Best?

When looking to "make a move," it's best to do your financial assessment, research your options,...

Aug 15, 2022

Ask Bedel

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...

Aug 8, 2022

Investing for the Long Term is More Than Just Talk

While we know you get tired of hearing it, the best advice we can give is to stay the course and...

Aug 1, 2022

Loans from The Bank of…. Mom and Dad?

Intra-family loans can be a simple option to help borrowers save on interest expenses and give...

GenNeXt Blog

Jun 13, 2022

Recent Graduates: Welcome to Financial “Adulting”

The important concept is establishing habits that will set you up for financial success moving...

Mar 22, 2022

529 Plans & Tax Time

Some (not all) contributions to your 529 account need to be reported on your tax return, along...

Jan 5, 2022

Home Equity Decisions

To determine home equity, a homeowner first needs to know the home's current value. All lenders...

Jul 19, 2021

Is Your Financial Goal only a Wish?

Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of...

BEDEL BAROMETER

Last updated August 2022

+7

+6

+5

+4

+3

+2

+1

0

-1

-2

-3

-4

-5

-6

-7

Current Score

+1

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