You Focus on Your Future. We’ll Focus on Your Finances.TM
Fee-only, comprehensive wealth management for all generations.
Bedel Blog
Worried about Healthcare Expenses?
Individuals with personal or group coverage (not Medicare) may have access to healthcare savings...
Are You at Risk of Concentrated Returns?
The Magnificent Seven is a collection of the largest and best-performing stocks in the U.S. These...
Act Now! This Deal Won’t Last!
Gift-giving can be fun and personally satisfying or a time of great stress and anxiety. Decisions...
Is the 60/40 Portfolio Dead?
Is the 60/40 investment strategy dead? 2022 was a brutal year for this strategy. While the stock...
GenNeXt Blog
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...
Retirement Plan Considerations when Changing Jobs
Each company’s plan will differ from others. It’s important to talk with a financial advisor to...
Millennials Doing Estate Planning
Millennials have traded in their flip phones for smartphones and DVDs and CDs for streaming....
Looking to Move? Down Payment Funding
Many young adults face the challenge of moving from their "starter" home to the next home....
BEDEL BAROMETER
Last updated December 2023
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)



