YOU FOCUS ON YOUR FUTURE. WE'LL FOCUS ON YOUR FINANCES.TM
Fee-only, comprehensive wealth management for all generations.
Bedel Blog
20 Percent Down Payment - Debunked or Not?
A 20% down payment used to be the rule of thumb when purchasing a home. Avoiding private mortgage...
Socially Responsible Investing
What is socially responsible investing? While there’s no standardized definition within the...
2018 Investment Review: Top Three Surprises
Most investors will remember 2018 for the stock market’s wild ride in the 4th quarter. But there...
Put Your Finances on Autopilot
There are a plethora of tools that can help you streamline your finances – from automatic...
GenNeXt Blog
Young Adults - On the Road to Financial Success or Disillusionment?
How are today’s young adults feeling about their current and future financial success? Turns out,...
Treat Yo’ Self (On a Budget)
Whether you’re a Parks and Recreation fan or not, chances are you’ve taken a day or two to “Treat...
Can a Celebrity Tank a Stock?
These days celebrity influencers seem to be a dime a dozen, but what does it mean when that...
Contemplating a Side Hustle? Not So Fast!
The allure of extra money from a “side hustle” can be tempting to many and even necessary for...
BEDEL BAROMETER
Last updated January 2019
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
