Bill Wendling, CFA

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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 20 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.

Publishing

  • Contributing writer to Bedel Financial Consulting, Inc.’s quarterly newsletter.
  • Contributing writer to Inside Indiana Business.

Community Activities

  • Treasurer, Hamilton County Leadership Academy, Graduate of 2012 Class
  • Sunday School Teacher, K-6th, ZUMC
  • Participant with Central American Lutheran Mission Society and Mission Guatemala
  • Past Treasurer, Greater Indianapolis Area Emmaus Community
  • Past Advisory Council, Zionsville United Methodist Church (ZUMC)

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 - 5 Year Winner.

BLOG POSTS

Image for Reflections from 18,885 Feet

Nov 14, 2018

Reflections from 18,885 Feet

Investment lessons learned during a trek up Mount Kilimanjaro?? It might sound crazy, but…Follow along as Bill discusses the lessons he learned during his climb up Mount Kilimanjaro and discover how they likely apply to your investment portfolio.

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Oct 1, 2018

Margin Loans: A Savvy Way to Use Your Brokerage Account?

Many investors aren’t aware of their ability to borrow against their portfolios. But margin loans, at times, can be an effective tool for securing needed funds. It’s critical to ensure you understand the tax implications, as well as what a margin loan might mean for the overall health of your portfolio. Read on as we discuss the pros and cons of margin loans and whether they might be right for you.

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Jul 2, 2018

Advice to Young Adults: Change Your Mindset!

Everyone knows that the choices we make today affect us down the road…but that’s especially true with our money habits! They key is to change your mindset about money and be realistic about what you need to do to secure your financial future.

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Jan 29, 2018

Rising Interest Rates – A Death Knell for Bonds?

Predicting the rise or fall of interest rates is a difficult task – even for those considered experts in the field. But it does appear that interest rates are poised to continue rising this year. Unsure of what this means to you as an investor or borrower? We’ve got you covered!

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Dec 11, 2017

2018 Tax Changes: How Can You Prepare Now?

Unless you have a crystal ball, it’s hard to predict what tax changes might be coming our way in 2018. But there are several strategies you can implement before December 31st that could better position you to take advantage of the 2018 changes.

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Aug 14, 2017

The Unexpected Economic Value of Volunteering

Everyone knows volunteering is a good thing to do. Volunteers touch lives and make a difference. However, volunteering also provides true economic ...

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May 23, 2017

Home Prices: Going Up Says the Magic 8 Ball

Thinking about buying or selling a home? In Central Indiana, home prices have never been stronger! Will this trend continue? If so, how long? ...

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Feb 13, 2017

Time Well Spent – Or Not?

Do you spend your time wisely? When it comes to financial decisions, do you spend a significant amount of time on the small stuff? Have you ever ...

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Dec 5, 2016

Overseas Corporate Cash 101

During the presidential campaign, both candidates talked about incentivizing corporations to bring their earnings held offshore back to the United ...

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Sep 12, 2016

Too Good to be True

An old adage says: “If it seems too good to be true, then it probably is!” About ten years ago, some wealthy investors were given an opportunity to earn an average 12% return and never lose money. They invested millions! Unfortunately, this story is true and it didn’t end well!

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Aug 1, 2016

International Stocks: Is it Time to Buy, Sell or Hold?

What’s going on with the international stock market? Prudent investors use international stocks to diversify their portfolios.

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May 17, 2016

Is Alternative Lending a Viable Investment?

Get approved for a loan in minutes! Have access to money in just a couple of days! These are claims commercials, both on-air and online, make these days.