YOU FOCUS ON YOUR FUTURE. WE'LL FOCUS ON YOUR FINANCES.TM

Fee-only, comprehensive wealth management for all generations.

Bedel Blog

Mar 2, 2021

Ask Bedel

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

Mar 1, 2021

Does My Child Need Life Insurance?

Evaluating the reasons behind a desire to purchase life insurance on a child can be helpful with...

Feb 22, 2021

The Nanny Tax. How Does it Work?

So, you hired a nanny to reduce the pandemic chaos. But did you think about the tax issues...

Feb 15, 2021

Are you a Gambler or Investor?

Investing in certain parts of the market without a plan can result in the same dynamic as...

GenNeXt Blog

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...

Apr 20, 2020

COVID-19: Impact on Student Loans & 529 Plans

Many students have financial decisions to make due to the COVID-19 pandemic. How does the CARES...

BEDEL BAROMETER

Last updated March 2021

+7

+6

+5

+4

+3

+2

+1

0

-1

-2

-3

-4

-5

-6

-7

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