Videos

Image for Happy Holidays from Bedel Staff

Happy Holidays from Bedel Staff

Our hearts are filled with gratitude. We appreciate your business and cherish your friendship!

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Image for Bedel Financial Supports Dress for Success

Bedel Financial Supports Dress for Success

With the help of Dress for Success programming and financial literacy classes, Tyeisha was able to find a fulfilling job as a Case Manager, working with vulnerable families in Central Indiana.

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Image for 2020 Bedel Financial Forum with Greg Valliere

2020 Bedel Financial Forum with Greg Valliere

Washington insider Greg Valliere talks to Bedel Financial’s clients about the 2020 elections and how they may impact the financial markets.

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Image for Let's Make a Plan for Tomorrow

Let's Make a Plan for Tomorrow

Bedel Financial is looking forward to the challenges of tomorrow. But to get there, we have to make a plan.

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Image for To Our Community Partners: Thank You

To Our Community Partners: Thank You

You didn't give up on our community, so we're not giving up on you. Bedel is committed to continuing financial support to our community partners. Their hard work and dedication throughout this challenging year make Central Indiana a better place for us all.

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Image for 5 Financial Mistakes to Avoid in Your 40s

5 Financial Mistakes to Avoid in Your 40s

Don't make these critical financial mistakes once you've reached your forties.

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Image for An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

An Introduction to Wealth Management - Welcome to Bedel Financial Video Series #1

What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. Watch the first video in our "Welcome to Bedel Financial" Video Series to learn more!

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Image for The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

The Client Experience: Our Process - Welcome to Bedel Financial Video Series #2

What’s the key to helping clients reach the shores of financial freedom? Always putting the client’s’ needs first by following a process designed to put their minds at ease. Watch the second video in our "Welcome to Bedel Financial" Video Series to learn more!

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Image for Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan

Tax Cuts and Jobs Act Series - #1: Investing with the New Tax Plan

Wondering how future investing and tax strategies might be impacted by changes outlined in the TCJA? Bill Wendling, CFA, lays out what’s changed and what’s stayed the same to help you better understand if you need to adjust your strategy.

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Image for Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes

Tax Cuts and Jobs Act Series - #2: Child Tax Credit Changes

Easily one of the most hotly debated topics during last year’s tax discussions in Congress, the Child Tax Credit was substantially changed. Evan Bedel, CFP®, explains how…and what that might mean for you next year when you file.

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