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Bedel Blog

Aug 3, 2020

Ask Bedel

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

Aug 3, 2020

Old Employer 401(k)… Hmmm, What to Do?

Determining what to do with an old 401(k) is an important decision, but it does not have to be...

Jul 27, 2020

Excess 529 Money…hmmm, what to do?

Having money left over in a 529 account may be viewed as a problem, but it is a problem most of...

Jul 13, 2020

2020 Halftime Market Update

Did equity markets fully recover from their March lows? Is the reopening of global economies...

GenNeXt Blog

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...

Feb 24, 2020

5 Things to Know Before You Open a Roth IRA

Saving for retirement outside of a company-sponsored retirement plan—such as a 401(k)—might be...

Feb 24, 2020

I’m 27: Here’s My Student Loan Repayment Strategy

As important as it may feel to conquer your student loan debt, do not lose sight of setting money...

BEDEL BAROMETER

Last updated August 2020

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Current Score

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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