YOU FOCUS ON YOUR FUTURE. WE'LL FOCUS ON YOUR FINANCES.TM
Fee-only, comprehensive wealth management for all generations.
Bedel Blog
Inflation and the Great Fed Money Pump
The role central banks across the world played in orchestrating an economic recovery cannot be...
COVID Stimulus #2 and Personal Tax Planning Strategies
After months of debate, Congress finally passed round two of economic relief. Along with the...
Ask Bedel
Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...
The Latest Stimulus, What Does $900 Billion Buy
The positive impact from the previous stimulus has encouraged another package. For individuals...
GenNeXt Blog
Dependent Care FSA Considerations for 2021
The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at...
Construction Fever
Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh...
The Budget Bride: Weddings Under $10k
Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by...
COVID-19: Impact on Student Loans & 529 Plans
Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES...
BEDEL BAROMETER
Last updated January 2021
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)



