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Bedel Blog
Tax Planning & Capital Gains: Now’s the Time to Tackle It!
With just over two months left in 2018, now is a good time to start your tax planning, and...
Is Your Financial Institution Right for You?
Financial institutions are a dime a dozen these days, so how do you know which one is right for...
Margin Loans: A Savvy Way to Use Your Brokerage Account?
Many investors aren’t aware of their ability to borrow against their portfolios. But margin...
Make Your HSA an IRA on Steroids
What if I told you a Health Savings Account is the most tax efficient and versatile retirement...
GenNeXt Blog
Treat Yo’ Self (On a Budget)
Whether you’re a Parks and Recreation fan or not, chances are you’ve taken a day or two to “Treat...
Can a Celebrity Tank a Stock?
These days celebrity influencers seem to be a dime a dozen, but what does it mean when that...
Contemplating a Side Hustle? Not So Fast!
The allure of extra money from a “side hustle” can be tempting to many and even necessary for...
Advice to Young Adults: Change Your Mindset!
Everyone knows that the choices we make today affect us down the road…but that’s especially true...
BEDEL BAROMETER
Last updated October 2018
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
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