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Bedel Blog
Marriage Money Moves: Getting from “Me” to “We”
Here are some key money moves to consider after getting married. The good news is that these...
Financial Support for your Loved Ones
According to the Pew Research Center, 83% of individuals over age 60 have provided financial...
The Case for Global Diversification in 2026
Diversification can provide exposure to various markets and investing trends, but it works best...
CY(D)A – Covering Your Digital Assets
Digital assets include any digital item that you own that has personal or financial value. The...
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 March 2026
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year