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Bedel Blog

Jul 6, 2020

ALERT: Should a Trust be the Beneficiary of Your IRA?

The SECURE Act has eliminated the option of "stretching" distributions of an inherited IRA over...

Jun 29, 2020

Ask Bedel

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...

Jun 29, 2020

Concerned about Future Taxes?

As a financial planner, my focus is on helping our clients achieve their goals, which means...

Jun 22, 2020

Married Filing Separately: Who Does That?

You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return....

GenNeXt Blog

Apr 20, 2020

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...

Feb 24, 2020

5 Things to Know Before You Open a Roth IRA

Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be...

Feb 24, 2020

I’m 27: Here’s My Student Loan Repayment Strategy

As important as it may feel to conquer your student loan debt, do not lose sight of setting money...

Dec 16, 2019

Kate’s 2019 Holiday Gifting Ideas

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

BEDEL BAROMETER

Last updated July 2020

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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