Bedel Blog

To successfully transition wealth to the next generation, it takes open communication between G2 and G3, agreed-upon family financial values, and perspective on where it all began.

High yield, investment grade, long-term, and intermediate bonds have taken large hits. Only short-term and adjustable-rate bonds have largely escaped the carnage. So what is happening to the bond market, and what should you do?

Like everything in life, the issue of stock buybacks is not necessarily clear-cut. If done correctly, they can be a helpful tool for management teams, benefiting companies and shareholders alike.

Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.

Having high taxable income sounds and feels great until tax time. Know that short and long-term capital losses can offset long-term capital gains.

Money does not buy happiness, but I believe that it can buy peace of mind. One way your money can do so is through an emergency fund. Having that box checked gave me permission to live a little.

Proactively managing your mail and documentation delivery methods will save you time and help better organize your records. Identifying which documents to keep versus those you can safely toss, and throwing away those that you can, will also help.

Your investment strategy should consider the likelihood of experiencing the occasional recession. If it does, you have already factored slowdowns into your long-term plans.

Are changes to the SECURE Act on the way? It is important to be at the forefront of what is on the table so proper due diligence can be taken in advance of any enactment of proposed acts.

Caring and helping with financial support for individuals with special needs can be complex. The 529A plan is a good savings vehicle to enhance the financial wellbeing of those with disabilities.

Markets will not always go up, but they have rewarded the long-term investor over time. We know you get tired of hearing it, the best advice we can give is to stay the course and ensure that your portfolio is aligned with your financial goals.

You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return. If so, you may wonder what the "Married, Filing Separately (MFS)" designation is all about. What does it mean, and does it make sense for you?