You Focus on Your Future. We’ll Focus on Your Finances.TM
Fee-only, comprehensive wealth management for all generations.
Bedel Blog
Paying College Tuition: What Parents Need to Know
Set yourself up for success by taking time upfront to map out billing due dates and a payment...
Investing Your HSA
While HSAs are traditionally viewed as spending accounts, they can also be seen as longer-term...
Home Buying: A Family Affair?
While HSAs are traditionally viewed as spending accounts, they can also be seen as longer-term...
How to Respond When Things Are Uncertain
We face uncertainty every day and often take steps to reduce it. Think about your commute:...
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 July 2026
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)




Values as of December 31st of each year

