Bedel Blog

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

Image for COVID Stimulus #2 and Personal Tax Planning Strategies

Jan 11, 2021

COVID Stimulus #2 and Personal Tax Planning Strategies

After months of debate, Congress finally passed round two of economic relief. Along with the allocation of spending dollars, what are some of the other benefits for taxpayers?

Image for The Latest Stimulus, What Does $900 Billion Buy

Jan 4, 2021

The Latest Stimulus, What Does $900 Billion Buy

The positive impact from the previous stimulus has encouraged another package. For individuals that qualify for a stimulus check, the money should arrive shortly.

Image for How COVID-19 Impacts Real Estate

Dec 2, 2020

How COVID-19 Impacts Real Estate

While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.

Image for The COVID Effect on Your Bank Account

Dec 2, 2020

The COVID Effect on Your Bank Account

The Bureau of Economic Analysis reports that savings almost tripled over the first two quarters of 2020. This additional savings helps to cushion rainy day funds, but in today's low-rate environment, there comes the point that you should think about how to make the cash - that you worked hard for - work even harder for you.

Image for Q3 Market Update: Are We There Yet?

Oct 5, 2020

Q3 Market Update: Are We There Yet?

Are you prepared for what the last stretch of 2020 could bring? With a disciplined approach and a solid financial plan, you should be equipped to weather any storm.

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 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?

Image for Buying/Selling Your House: What’s the Coronavirus Impact?

Jun 15, 2020

Buying/Selling Your House: What’s the Coronavirus Impact?

The COVID-19 pandemic has affected all aspects of the economy. But what impact has it had on the residential real estate market? Are fewer homes being sold? Are prices declining? Some of the results might surprise you.

Image for Job Losses: Living in an Allentown or a College Town?

Jun 8, 2020

Job Losses: Living in an Allentown or a College Town?

There is no way to sugarcoat the numbers. The severity of the hit to our economy is unprecedented. Today's headlines may grab your attention, but what does this all mean about our future?

Image for Real Estate: Coronavirus Impact

Jun 1, 2020

Real Estate: Coronavirus Impact

In the investment world, real estate is generally dominated by office buildings, industrial warehouses, retail stores, and apartment buildings. Given that the real estate market had a significant downturn during the 2008 recession, how is real estate holding up during this pandemic?

Image for CARES Act: Changes to Your Group Health Plan

May 26, 2020

CARES Act: Changes to Your Group Health Plan

If you forgot to sign up for your employer's group insurance plan, or you if forgot about pre-tax contributions to a medical savings account, you may get a second chance this year.

Image for Bonds: The Canary in the Coal Mine

May 18, 2020

Bonds: The Canary in the Coal Mine

Have you heard the expression about the canary in the coal mine? Canary birds were the first to react to unhealthy conditions in coal mines and served as a warning to the miners. Bonds can also be like those canaries, warning investors of a coming recession.

Image for Earnings are Falling: What Does That Mean for the Stock Market?

May 11, 2020

Earnings are Falling: What Does That Mean for the Stock Market?

With large swaths of the economy closed for part of the first quarter, expectations for corporate earnings headed south in a hurry. What does this mean for the stock market?

Image for Records Get Headlines but Other Developments Are More Important

May 5, 2020

Records Get Headlines but Other Developments Are More Important

The stock market has experienced dramatic daily and weekly swings, both positive and negative. While traditional economic data will likely continue to be negative for some time, it is helpful to pay attention to developments in other areas that also provide signals of the health of the economy.

Image for Confusion in the Oil Markets

May 4, 2020

Confusion in the Oil Markets

Headlines recently proclaimed that the price of crude oil plunged below zero for the first time in history. However, you probably noticed that your local gas station was not giving away its fuel for free. So what exactly happened in the oil markets?

Image for New Tax Incentives for Giving to Your Favorite Charity - Your Questions

May 1, 2020

New Tax Incentives for Giving to Your Favorite Charity - Your Questions

Did you know the CARES Act includes favorable tax benefits for cash gifts made to qualifying charitable organizations this year?

Image for The Road Less Traveled: Economic Injury Disaster Loans

Apr 27, 2020

The Road Less Traveled: Economic Injury Disaster Loans

$10 billion of the CARES Act went to the SBA’s existing disaster loan program, the Economic Injury Disaster Loans, with an additional $60 billion added weeks later. But what is an EIDL, and how can you use it?

Image for COVID-19: Q1 Market Update

Apr 13, 2020

COVID-19: Q1 Market Update

What initially appeared to be an issue that would primarily affect China quickly became a force that brought business to a virtual standstill around the world.

Image for CARES Act: Paycheck Protection Program

Apr 6, 2020

CARES Act: Paycheck Protection Program

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time. If you qualify, pull together the necessary financial information for the loan application, and apply as soon as you can.

Image for CARES Act:  Benefits for Families

Mar 30, 2020

CARES Act: Benefits for Families

Recently, the "CARES" Act was signed into law. The almost 900 pages of legislation are jam-packed with programs designed to help taxpayers navigate the economic hardships. We've outlined the areas that are likely to impact people on a personal level.

Image for Perfect Recipe for Chaos: Coronavirus Crisis

Mar 23, 2020

Perfect Recipe for Chaos: Coronavirus Crisis

It’s unclear when things will be able to return to normal. So, how do you financially plan through periods of absolute uncertainty?

Image for Markets Don’t Like Unknowns!

Mar 16, 2020

Markets Don’t Like Unknowns!

Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.

Image for The Coronavirus - A Useful Reminder for Investors

Feb 17, 2020

The Coronavirus - A Useful Reminder for Investors

While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.

AUTHORS