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Bedel Blog

Nov 22, 2021

Widow Sells Her House: Tax Consequences?

When Harry met Sally, they bought a wonderful home for $50,000. They loved their home,...

Nov 15, 2021

The Fed Tapering: What Does It Mean?

The rate at which the Federal Reserve has been purchasing assets is more than we have ever...

Nov 8, 2021

It's Gifting Season!

Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to...

Nov 1, 2021

How to Invest with the Cool Kids

Those who qualify as “accredited investors” or “qualified purchasers” gain access to investments...

GenNeXt Blog

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...

Jul 9, 2021

The Financial Transition to Stay-at-Home Parent

The most apparent change to the household of a newly minted stay-at-home parent is the loss of...

Mar 16, 2021

Tax Diversification

Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax...

Dec 2, 2020

Dependent Care FSA Considerations for 2021

The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at...

BEDEL BAROMETER

Last updated November 2021

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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 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