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Bedel Blog
Should You Buy Bonds in 2022?
Owning bonds today is still relevant because they provide steady income and protect portfolios...
Inherited IRAs: Do You Know The Rules?
When the SECURE Act first passed, the rules seemed straightforward. In practice, we are now...
Want to Earn 7% Risk-Free? There’s a Catch
The 7% yield is very attractive. It will probably change in May, but even then, the new yield...
Nurses, Military, Teachers: Get your Student Loans Forgiven!
The PSLF program hasn’t had the best reputation, but the recent changes should make it more...
GenNeXt Blog
Home Equity Decisions
To determine home equity, a homeowner first needs to know the home's current value. All lenders...
Is Your Financial Goal only a Wish?
Goal-setting is a never-ending process. As your finances change, so will your goals. Time is of...
The Financial Transition to Stay-at-Home Parent
The most apparent change to the household of a newly minted stay-at-home parent is the loss of...
Tax Diversification
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax...
BEDEL BAROMETER
Last updated January 2022
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
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