Bill Wendling, CFA
Sr. Portfolio Manager and
Chief Investment Officer
As a portfolio manager, I partner with clients in helping to ensure their portfolio is invested in the best way to meet their long-term goals. Since every client has different goals, every client's portfolio is uniquely invested. Too frequently, people overcomplicate problems, when simplifying them would be helpful. I like Occam's razor which suggests that oftentimes the simplest solution is the best solution.
Investment Management and Financial Planning Experience
- Over 25 years of experience in fee-only financial planning and investment management.
- Experience includes developing and implementing investment strategies in coordination with financial goals.
Career History
- Bedel Financial Consulting, Inc., Sr. Portfolio Manager, Chief Investment Officer
Education and Professional Designations
- Awarded Chartered Financial Analyst designation.
- Bachelor of Science, Economics/Finance and Mathematics Double Major, University of Indianapolis, Magna cum laude.
- Presidential Scholar, University of Indianapolis.
Professional Activities
- Past President and Past Board Member, CFA Society of Indianapolis.
- Member, CFA Institute.
Community Activities
- Finance Committee, Zionsville United Methodist Church (ZUMC) (2022 - Present)
- Treasurer, Hamilton County Leadership Academy (2019 - 2023), Graduate of 2012 Class
- Frequent mission trips to Guatemala
- Sunday School Teacher, K-6th, ZUMC (2013 - Present)
Professional Recognition
- Recognized in the "Who's Who Behind the Scenes In Banking & Financial Services" by Indianapolis Business Journal, October 2003.
- Recipient of Five Star Wealth Manager Award, Indianapolis Monthly - 8 Year Winner.
Check out more fun facts about Bill:
BLOG POSTS
New and Updated 2025 Tax Laws
With the dawn of a new calendar year, some tax laws have been updated, some have changed, and others are set to end. You may want to bookmark this article and reference it as you move through the year.
Easing Like Sunday Morning
Since they last raised rates in July 2023, the Fed has kept rates at their current level while inflation has declined significantly, employment has remained healthy, and GDP looks to be growing near 3%.
Renting a Car? Learn to “Drive Happy” With a Little Research
Before going to the rental car counter, you should know whether you need insurance, and then you won’t feel compelled to buy the insurance on the spot.
Debt Ceiling Drama
Halfway through May, the headlines came daily. We would get several breaking news updates each day as we neared the end of the month. The press coverage became relentless, and the debt ceiling standoff was front and center of the attention of Americans.
Cyber Security and Your Money - Don’t Let Your Guard Down
We've heard this piece of advice too many times to count. But it bears repeating. Don't give out personal information. Your trusted financial institutions, government agencies, and credit card companies will not reach out to you to ask for account information or social security numbers.
Student Loan Forgiveness – What to Do With Extra Money
While it will sound boring to some, paying off loans or adding to your savings are two approaches that can help you now and grow your nest egg for when you need the money later.
Amidst Bond Market Carnage - Any Opportunities?
High yield, investment grade, long-term, and intermediate bonds have taken large hits. Only short-term and adjustable-rate bonds have largely escaped the carnage. So what is happening to the bond market, and what should you do?
Inverted – What the Bond Market and Top Gun Have in Common
Your investment strategy should consider the likelihood of experiencing the occasional recession. If it does, you have already factored slowdowns into your long-term plans.
Should You Buy Bonds in 2022?
Owning bonds today is still relevant because they provide steady income and protect portfolios when risky assets fall. If you rely on your portfolio for spending, the bond portion should protect your spending level.
Want to Earn 7% Risk-Free? There’s a Catch
The 7% yield is very attractive. It will probably change in May, but even then, the new yield will still likely be well above any other yields that you can get on cash alternatives.
Completing a FAFSA? These Easy Steps Can Save You Time and Money
Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.
Family Issues: It’s about the Money!
Having conversations and making money decisions can be tough when it involves loved ones. Being proactive can save both your money and relationships.