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Bedel Blog
Serving as a Trustee: Responsibilities You Should Understand
Serving as a trustee is an honor and a serious responsibility. Trustees are expected to manage...
Landman, Iran, and the Importance of Oil
Oil prices hit their highest price since 2022 on March 9, 2026, but just a day later, they had...
Tax Day – A Checkpoint, Not a Finish Line
Depending on the amount you owe or the refund you're expecting to receive, now is also a good...
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...
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