Compliance

Compliance

All clients are advised that it remains their responsibility to advise Bedel Financial Consulting, Inc. of any changes in their investment objectives and/or financial situation.

This website is a publication of Bedel Financial Consulting, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.

Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Any reference to a past specific recommendation is accompanied with an offer to furnish a list of all recommendations made within the immediately preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in the list provided.

The S&P 500 Index (“S&P 500”) is a market-value-weighted index consisting of 500 stocks chosen for market size, liquidity, and industry group representation and does not include the reinvestment of dividends. The S&P 500 is an unmanaged composite that does not reflects fees, brokerage commissions or other expenses of investing. The S&P 500 is presented as total-return value, which include returns from price appreciation as well as gross cash dividends. Returns are annualized for periods over one year, while periods less than one year are calculated as holding-period returns. Index numbers are provided for comparative purposes only.

The Dow Jones Industrial Average (“DJIA”) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq. The DJIA is a weighted average. It is calculated by totaling the stock prices of the companies in the index and then dividing by the Dow Jones divisor. The divisor is used to compensate for stock splits, spin-offs and substitutions.

Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

 ADV Part 2a and 2b Privacy Policy

ADV Part 2a and 2b

Privacy Policy

Great Loss Avoided

Great Loss Avoided

Many individuals have sizeable positions in their employers’ stock. While our crystal ball is not always clear about how a certain stock may perform, we go into great detail with our clients about the potential impacts that owning a large position can have with their long-term financial security. For example, by discussing our concern with a client, they may decide not only to reduce their holding but eliminate the holding completely, especially if they no longer have a current correlation with the company. By removing the large dependency upon a single company, the client would not longer need to be concerned with the chance that the company could announce devastating news, plummeting the stock price and jeopardizing their situation. Obviously, timing is imperative but it does go to prove that a big difference can be made by having a simple conversation about risks and financial security.

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