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Image for Private Equity: Advancing Your Investment Strategy with Diverse Opportunities and Simplified Access

Jun 21, 2024

Private Equity: Advancing Your Investment Strategy with Diverse Opportunities and Simplified Access

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

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Jun 17, 2024

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.

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Jun 17, 2024

Sending Your Child Off to College? Don’t Forget These Important Documents

It’s hard to think about having our children implement these documents at a seemingly young age, especially during an exciting time. Doing so, however, can make a difficult situation less tense and traumatic by planning.

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Jun 13, 2024

Planning for a Sunset with a Tax Planning Perspective

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

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Jun 10, 2024

Is China a Reliable Investment Market?

Unique opportunities within industries combined with a low valuation can create an environment for great investments. And while China has such an environment, the risks are quite sizeable.

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Jun 4, 2024

The Corporate Transparency Act

The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and financing of terrorism.

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Jun 3, 2024

Should You Borrow Against Your Life Insurance Policy?

It doesn’t make sense to purchase life insurance with the intent to borrow against it. However, suppose you have a permanent policy with a sizable cash value.

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May 20, 2024

Naming Beneficiaries: What to Know

Ensuring your beneficiary designations are up to date is crucial to ensuring your wishes are fulfilled. By utilizing various estate planning strategies, you can make for an efficient transfer and leave your beneficiaries in a good position, considering their unique circumstances.

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May 13, 2024

Investing in Uncertain Times

With markets at historically high valuations, rebalancing the risk in your portfolio may be prudent. However, as each investor’s situation and portfolio are different, it is best to talk with your financial advisor to determine if these investments should play a larger role in your portfolio.

Image for Stuck: Ultra-Low Rates are Anchoring the Housing Market

May 6, 2024

Stuck: Ultra-Low Rates are Anchoring the Housing Market

The housing market in 2024 is a complex dance among low locked-in rates, rising current rates, and limited inventory.

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Apr 29, 2024

How to Jump-Start Your Child’s Retirement

This is a long-term investment. Your child will probably not fully appreciate your generosity today, but as they grow, so will the account and (hopefully) their gratitude!

Image for Tax Planning for the Soon-to-Be Retiree

Apr 15, 2024

Tax Planning for the Soon-to-Be Retiree

Retirees can maximize their retirement wealth by implementing tax-efficient strategies such as Roth conversions, realizing gains in the 0% bracket, and withdrawing pre-tax funds in the 10 and 12% brackets.

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