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Bedel Blog
Table Those Capital Gains – 1031 Exchanges
To qualify for a 1031 exchange, a few characteristics must be met. First, the property that you...
How Easy is it to Buy a House in 2024?
When factoring in mortgage rates, the story does not look better. Mortgage rates have increased...
Retiring with Employer Stock in your 401(k)? Consider this…
As hiring and retaining talented employees becomes increasingly competitive, it is not uncommon...
Choices for Investing Cash
Treasury bonds might be a good fit if you prioritize safety and are comfortable with limited...
GenNeXt Blog
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...
Student Loan Repayment: Back Like Never Before
It’s not abnormal for borrowers to feel they are in a different spot financially since March of...
Retirement Plan Considerations when Changing Jobs
Each company’s plan will differ from others. It’s important to talk with a financial advisor to...
BEDEL BAROMETER
Last updated March 2024
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year