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Bedel Blog

Dec 4, 2023

Worried about Healthcare Expenses?

Individuals with personal or group coverage (not Medicare) may have access to healthcare savings...

Nov 27, 2023

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...

Nov 20, 2023

Act Now! This Deal Won’t Last!

Gift-giving can be fun and personally satisfying or a time of great stress and anxiety. Decisions...

Nov 13, 2023

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

Sep 27, 2023

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...

Jul 11, 2023

Retirement Plan Considerations when Changing Jobs

Each company’s plan will differ from others. It’s important to talk with a financial advisor to...

Jun 19, 2023

Millennials Doing Estate Planning

Millennials have traded in their flip phones for smartphones and DVDs and CDs for streaming....

Mar 14, 2023

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

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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