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Bedel Blog
Tax Changes Coming Soon?
Taxpayers underwent a dramatic change in late 2017 with the passage of the Tax Cuts and Jobs Act...
Private Equity: Advancing Your Investment Strategy with Diverse Opportunities and Simplified Access
Private equity presents an enticing proposition for investors seeking enhanced returns and...
Family Gifting Strategies
Awareness of gift tax rules is imperative when structuring a strategy. Whether gifting to adult...
Presidential Election and Your Portfolio
Many factors impact the return of the S&P 500. This would include wars, pandemics, and...
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 2024
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year