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Bedel Blog
Lessons from Warren Buffett’s Legendary Career
Rather than chasing hot trends or speculative investments, Buffett sticks with companies whose...
Changing Jobs? Don’t Forget About Your 401k
Each company’s plan will differ from others. It’s important to talk with a financial advisor to...
Interesting Times in the Housing Market
As with most economic issues, there are many moving parts that will determine the ultimate...
Paper Piled Up: Toss or Keep?
Are your files bulging with important tax documents, monthly statements, and paid bills? Before...
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 May 2025
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year