Bedel Blog

Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.

Image for Let’s End 2020! But don’t forget year-end tax planning!

Sep 21, 2020

Let’s End 2020! But don’t forget year-end tax planning!

Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.

Image for Set it and Forget it?  Not With Your Financial Plan

Sep 13, 2020

Set it and Forget it? Not With Your Financial Plan

Do not put your financial plan on the shelf and carry-on as usual. It's essential that you engage a qualified wealth advisor to help develop your financial plan.

Image for Ask Bedel

Sep 9, 2020

Ask Bedel

Welcome to #AskBedel, a weekly personal-wealth Q&A where you can ask financial planning and investment experts for advice. Each week we’ll be answering your personal finance questions, so be sure to submit your questions to Bedel@BedelFinancial.com.

Image for How to Build a Post-COVID Portfolio

Sep 8, 2020

How to Build a Post-COVID Portfolio

Bond yields are at historically low levels, and the Fed has indicated no interest in creating negative yields. How do you rethink what bonds mean for your portfolio? What's the best way to avoid disappointment in a post-COVID portfolio?

Image for What’s Restrictive about Restricted Stock?

Aug 31, 2020

What’s Restrictive about Restricted Stock?

Restricted stock awards deserve just as much attention as other aspects of your portfolio, but understanding how they work hasn't been easy. Lack of knowledge can cause you to miss an opportunity to maximize your benefits.

Image for Let’s Split the Apple!

Aug 24, 2020

Let’s Split the Apple!

Apple (APPL) is one of the largest publicly traded companies and has a market cap that recently surpassed $2 trillion! So why are they splitting their stock, and how will it impact your portfolio?

Image for Act NOW: CARES Act Rollover Relief

Aug 17, 2020

Act NOW: CARES Act Rollover Relief

According to the IRS, if you've already taken your RMD, there is still time to replace that distribution and avoid the tax burden. The ability to return the unwanted RMDs only applies to the amount of the RMD withdrawn — and it must be completed by August 31.

Image for RMDs Are Suspended For 2020, What if I Already Took Mine?

Aug 10, 2020

RMDs Are Suspended For 2020, What if I Already Took Mine?

Did you take your required minimum distribution before the CARES Act was signed into law? How does the legislation affect your RMD?

Image for Got Cash…Want Interest!

Aug 10, 2020

Got Cash…Want Interest!

This spring, the Federal Reserve lowered the Fed Funds rate to zero percent. This left investors scrambling to find ways to earn interest on their cash. Luckily, there are options available.

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

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 complicated. The Wall Street Journal recently reported about 30% of workers leaving jobs elect to cash out their 401(k) accounts and pay taxes – and often 10% penalties! Is that the smartest option?

Image for Excess 529 Money…hmmm, what to do?

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 us would love to have.

Image for 2020 Halftime Market Update

Jul 13, 2020

2020 Halftime Market Update

Did equity markets fully recover from their March lows? Is the reopening of global economies sustainable, or are we on a path to another shutdown?

AUTHORS