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Bedel Blog
Investing in Bull Markets
Investing for retirement when markets are at or near all-time highs can seem intimidating, but...
Mega Backdoor Roth? What is this?
The Mega Backdoor Roth is a great way for higher-income earners to take advantage of Roth-like...
What Tariffs Could Spell for the U.S. Economy
If multiple countries, especially our major trading partners, are subject to tariffs in all...
Income Tax Tips Every Retiree Should Know
The rules and strategies centered on saving for retirement in a tax-efficient manner fade to a...
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 December 2024
BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS
(DISCRETIONARY ASSETS UNDER MANAGEMENT)
Values as of December 31st of each year