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.
- 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.
- Past President and Past Board Member, CFA Society of Indianapolis.
- Member, CFA Institute.
- Treasurer, Hamilton County Leadership Academy, Graduate of 2012 Class
- Finance Committee, Zionsville United Methodist Church (ZUMC)
- Frequent mission trips to Guatemala
- Sunday School Teacher, K-6th, ZUMC
- 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:
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.
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.
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.
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.
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?
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.
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.
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.
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.
Having conversations and making money decisions can be tough when it involves loved ones. Being proactive can save both your money and relationships.
The positive impact from the previous stimulus has encouraged another package. For individuals that qualify for a stimulus check, the money should arrive shortly.
Spend some time now getting your 2020 tax picture in order. In just a few months, 2021 will arrive. Here are several things to consider before the calendar turns over.