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Bedel Blog

May 10, 2021

Ask Bedel

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and...

May 10, 2021

Are Stocks Expensive?

Investors need to consider the current environment when managing their return expectations in the...

May 3, 2021

Know Your Target Date Fund

Not all target-date funds are the same. Investors choose a fund that roughly coincides with their...

Apr 26, 2021

Enhanced Child Tax Credit – Do You Qualify?

The American Rescue Plan (ARP) has more than just stimulus payments to offer. If you qualify for...

GenNeXt Blog

Mar 16, 2021

Tax Diversification

Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax...

Dec 2, 2020

Dependent Care FSA Considerations for 2021

The tax savings experienced from dependent care FSAs are nice, but avoiding lost contributions at...

Aug 10, 2020

Construction Fever

Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh...

Jul 20, 2020

The Budget Bride: Weddings Under $10k

Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by...

BEDEL BAROMETER

Last updated May 2021

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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