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Bedel Blog
Wealth Without a Blueprint: The Challenges of Being a First-Generation Millionaire
Imagine you’ve spent 25 years working hard, saving, and making smart financial decisions....
Open Enrollment: Not as Scary as You Think
Generally, people who rarely visit the doctor, don't take costly prescriptions, and don't expect...
Market Evolution: The S&P 500 from Past to Present
Some fundamentals remain unchanged. Companies still need to generate profits, manage costs,...
To Roth or Not to Roth (401k)?
It’s difficult enough to plan for 10, 20, or 30 years down the road. To feel empowered and able...
GenNeXt Blog
Where Are You Putting All That Cash?
With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to...
Instant Gratification? Not So Fast
It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...
The Lost Years: The Untold Truth About Your 30s
What people fail to talk about is how this phase of life is expensive and can easily throw a...
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...
BEDEL BAROMETER
Last updated November 2026
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)




Values as of December 31st of each year


