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Bedel Blog
The Bonds that Tie – An Exciting Look at Fixed Income
With today’s yields being much higher than the close to 0% yields that prevailed for many years,...
How the One Big Beautiful Bill Act Impacts Charitable Giving
There will be significant changes to charitable giving in 2026, and taxpayers of all income...
Is America’s Tariff War Reshaping the U.S. Economy?
The 2025 tariff regime marks the highest average effective US tariff rate since 1909, now...
“Trump Accounts”: A Family’s Guide to One Big Beautiful Opportunity
Trump Accounts are part of the OBBB and designed to encourage long-term, multigenerational...
GenNeXt Blog
Where Are You Putting All That Cash?
With the Federal Reserve’s rapid interest rate increases, more options exist for your cash to...
Instant Gratification? Not So Fast
It’s easy to opt for instant gratification when it comes to financial decisions. It feels good to...
The Lost Years: The Untold Truth About Your 30s
What people fail to talk about is how this phase of life is expensive and can easily throw a...
Important 529 Plan Changes
Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...
BEDEL BAROMETER
Last updated August 2025
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year