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Bedel Blog

Dec 11, 2019

Year-End Contribution Deadlines

Do you have a Schwab or Fidelity Charitable account? Here are your year-end contribution deadlines.

Dec 11, 2019

8 Tips for a Successful Family Meeting

What would your family do if something happened to you? Do your heirs know your wishes? Here are...

Dec 11, 2019

Is Cost Basis a Good Indicator of Performance?

As shareholders begin to receive yearend payouts from investments, how do you determine how your...

Dec 9, 2019

To Your Wealth: Weekly Q&A Column

Welcome to To Your Wealth, a simplified, weekly, personal-wealth Q&A! Sometimes you just don’t...

GenNeXt Blog

Dec 11, 2019

Kate’s 2019 Holiday Gifting Ideas

Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching...

Aug 14, 2019

College Students: Build Your Credit!

As college students prepare to head back to college, it's also a good time to think about their...

May 15, 2019

Estate Planning for Young Professionals

Estate planning is an important part of any financial plan – even for young adults with no...

May 13, 2019

Think Your Student Loan Will Be Forgiven? Maybe Not!

For those choosing a career in the public service sector, the Public Service Loan Forgiveness...

BEDEL BAROMETER

Last updated December 2019

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Current Score

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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 comprehesive 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