Publications and Speaking


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

Posted By: Bedel Financial

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. {more}


Meredith Carbrey, CFP® featured on

Posted By: Bedel Financial’s special article “1 in 6 Newlyweds Admit to This Financial Secret” featuring Meredith Carbrey, CFP® Many newlyweds are not entirely forthcoming about their financial situation with their partner, and many others just don’t seem to make the time to discuss their finances and goals. {more}


Evan Bedel, CFP® featured in USA Today - Money

Posted By: Bedel Financial

USA Today's special article “There ought to be these retirement laws” featuring Evan Bedel, CFP® While federal and state policy makers are working hard to propose laws that would help those saving for retirement, many believe there is still much work to be done. Read on to see what laws Evan Bedel feels need to be enacted to enhance {more}


Ryan Collier featured in The Financial Times’ Financial Advisor IQ

Posted By: Bedel Financial

The Financial Times’ Financial Advisor IQ article “Safety Tips When Using Unconstrained Bond Funds” featuring Ryan Collier Unconstrained bond funds are enjoying increased popularity these days, due in part to talk of higher interest rates, as well as fear that long-term bonds will lose momentum. However, unconstrained bond funds, also {more}


Elaine Bedel - Opening Remarks at Schwab IMPACT 2014

Posted By: Bedel Financial

Elaine Bedel, CFP®, and Dave Crossman, CFA, attended the 2014 Schwab IMPACT Conference in Denver, Colorado in early November. This national event is an invitation-only professional conference attended by independent advisors to learn about key issues in the financial and investment industry as well as to discuss best-practices to better serve their {more}


Elaine Bedel featured in US News & World Report Article

Posted By: Bedel Financial

US News & World Report Article "How to Budget For Health Care Expenses in Retirement" featuring Elaine Bedel Should you plan on getting healthier once you retire, or is it smarter to work on wellness in advance? New research indicates that entering retirement in good health can result in a major cost savings: Those who retire in good health may need {more}


Bedel Financial Featured in The Wall Street Journal

Posted By: Bedel Financial

We are excited to share that Ryan Collier, our Senior Portfolio Manager and director of investments, was recently selected by The Wall Street Journal to collaborate on the February 3rd article titled "Adviser Sees a Mediocre Year for Bonds", in the Journal Report section. In the article, Ryan shares our team’s thoughts regarding the bond {more}