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Bedel Blog
Market Evolution: The S&P 500 from Past to Present
Some fundamentals remain unchanged. Companies still need to generate profits, manage costs,...
Is Now the Right Time to Buy a Home?
Buying a home is a big decision, and you don’t need to rush. Knowing your total monthly budget,...
Retirement on the Horizon? How to Prepare for the Next Chapter
Some retirees discover that leaving a career is much easier than figuring out what comes next. If...
Excess Cash: Pay Down Debt or Invest?
To decide whether paying down debt is more valuable than investing, compare the loan interest...
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 October 2026
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year