You Focus on Your Future. We’ll Focus on Your Finances.TM
Fee-only, comprehensive wealth management for all generations.
Bedel Blog
How to Save for College
Setting a goal is the first step in beginning your college funding journey. Figure out how much...
Travel Insurance – May be Worth it!
According to Bloomberg, the average spring break trip now costs more than $8,000. This is about...
International Stocks: Exploring Global Investments
Investing in international securities offers an appealing opportunity for investors seeking to...
Social Security Fairness Act
Unfortunately, when there are modifications to Social Security, the tax code, or Medicare,...
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 April 2025
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)




Values as of December 31st of each year