You Focus on Your Future. We’ll Focus on Your Finances.TM
Fee-only, comprehensive wealth management for all generations.
Everything You Need To Know About QCDs
To qualify as a QCD, the gift must be made directly from an IRA account. Employer plans, such as...
How will A.I. Impact Your Personal Finances?
The impact A.I. will have on your finances is limitless. We are still in the early stages of...
CD’s: Guess Who’s Back
Certificates of Deposit became something of an afterthought in a zero-interest rate world. The...
Tax Refund: Save or Spend?
One of the best uses for your refund is to pay down any high-cost debt. Unless you are on an...
Looking to Move? Down Payment Funding
Many young adults face the challenge of moving from their "starter" home to the next home....
2023 Contribution Increases
If there must be a positive aspect to higher inflation, increased contribution limits and income...
Biden’s Student Loan Forgiveness
Forgiveness can come in one of two forms. Borrowers that made payments during the pandemic...
Recent Graduates: Welcome to Financial “Adulting”
The important concept is establishing habits that will set you up for financial success moving...
Last updated June 2023
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.