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Jun 20, 2022

Clever Car Rental Cost Saving Tips

The minute you think you might need a rental car, book it. With low inventory and high prices, booking a car early will ensure vehicle availability at the typically lowest price.

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Jun 14, 2022

Savings Bonds Beyond $10,000

One easy way to purchase additional I Bonds is through a revocable living trust. Many Bedel clients have either individual trusts or joint trusts.

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Jun 14, 2022

Stablecoins Explained

If you are thinking of investing in one of these coins, it's probably safest to stay with one backed by a fiat currency or commodity. Unfortunately, the lack of regulation in this space means there is no way to know if a stablecoin is actually backed by anything.

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Jun 14, 2022

Are We Headed For a Recession? Were We In a Recession? Does it Matter?

After the Federal Reserve began raising its Federal Funds discount rate, the headlines predictably shifted to guess whether these actions would cause an economic slowdown and a recession.

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Jun 6, 2022

Market Jitters - Don’t Panic!

As equity and fixed income assets across the globe decline in unison, it is imperative to tune out the noise of day-to-day headlines and remain committed to the strategy of a personalized financial plan.

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May 23, 2022

Are You Protecting Your Identity?

Identity theft and online scams are becoming more prevalent. As a result, consumers need to remain vigilant of the personal information shared and stored via online accounts.

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May 17, 2022

Avoid These Scams While Traveling

One thing we can do to safeguard ourselves when traveling is to look for scams and scammers that frequently prey on those who roam the globe seeking adventure.

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May 16, 2022

Transitioning Wealth to the Next Generation

To successfully transition wealth to the next generation, it takes open communication between G2 and G3, agreed-upon family financial values, and perspective on where it all began.

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May 9, 2022

Amidst Bond Market Carnage - Any Opportunities?

High yield, investment grade, long-term, and intermediate bonds have taken large hits. Only short-term and adjustable-rate bonds have largely escaped the carnage. So what is happening to the bond market, and what should you do?

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May 2, 2022

Stock Buybacks – Legitimate Use of Corporate Cash

Like everything in life, the issue of stock buybacks is not necessarily clear-cut. If done correctly, they can be a helpful tool for management teams, benefiting companies and shareholders alike.

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Apr 28, 2022

Give your Portfolio a Boost: Diversify During Cyclical Markets

Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.

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Apr 25, 2022

2021 Tax Filing got you Down?

Having high taxable income sounds and feels great until tax time. Know that short and long-term capital losses can offset long-term capital gains.

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