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Bedel Blog

Feb 19, 2024

Understanding the Kiddie Tax: How it Works and What Parents Need to Know

The Kiddie Tax applies to children under 19 years old and full-time students under 24 who don't...

Feb 12, 2024

Bitcoin ETFs: Do They Have a Place in Your Portfolio?

It's important to note that a handful of Bitcoin ETFs were trading before the SEC's decision....

Feb 5, 2024

HSA Contributions for Adult Children on Your Health Plan

Many understand the tax advantages of employing a health savings account for themselves or their...

Jan 29, 2024

Tax Time: The Most Wonderful Time of the Year

Tax season can be a stressful time for many of us. Spending extra time on preparation can make...

GenNeXt Blog

Jan 22, 2024

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...

Jan 17, 2024

Important 529 Plan Changes

Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...

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...

BEDEL BAROMETER

Last updated February 2024

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Current Score

+3

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

Values as of December 31st of each year