BFC News

BFC News

  • Bedel Financial Named 2018 Best Places to Work in Indiana

    Posted by:    |   Wednesday, March 14, 2018

    Bedel Financial Consulting was recently named one of the 2018 Best Places to Work in Indiana, by the Indiana Chamber of Commerce. Bedel Financial was one of the winners in the Small Business category, specifically for companies with 15-74 employees. {more}

  • Bedel Financial Recognized as one of the “Top 10 Financial Advisors in Indianapolis"

    Posted by: Bedel Financial Consulting    |   Tuesday, February 28, 2017

    Bedel Financial Consulting, Inc. was recently recognized as one of the “Top 10 Financial Advisors in Indianapolis, Indiana” for 2017 by Advisory HQ, an online news media that provides independent reviews and rankings of financial firms in the U.S., U.K., and Canada. Bedel Financial was also recognized on this list in 2016! To be recognized by {more}

  • Elaine Bedel appointed as President of the IEDC

    Posted by:    |   Monday, January 9, 2017

    Elaine Bedel, owner of Bedel Financial Consulting, Inc., has been named president of the Indiana Economic Development Corporation {more}

  • Evan Bedel, CFP®, partners with Heroes Foundation for #GivingTuesday

    Posted by:    |   Tuesday, November 22, 2016

    Evan Bedel’s article “A Millennial Approach to Giving” was recently featured in the #GivingTuesday edition of Heroes Foundation’s newsletter. Many parents might not think about incorporating the concept of philanthropy into their young children’s lives. But Evan believes the opportunity for teaching a spirit of giving is {more}

  • Bedel Financial Listed as one of the Top RIAs by Financial Times

    Posted by:    |   Thursday, June 16, 2016

    In June 2016, Bedel Financial Consulting, Inc. was honored to be included in the third edition of Financial Times' FT 300, a list of the nation's Top Registered Investment Advisors. More than 1,500 applicants were considered based on six criteria: amount of assets managed, growth rate of assets, years in business, compliance record, industry certifications {more}

Identifying “Outside the Box” Gifting Strategies

Identifying “Outside the Box” Gifting Strategies

While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings. By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client. By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!.

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