Bedel Blog

With many of today’s economic trends eerily similar to those of a few years ago, are we doomed for another bear market downturn like the one we experienced in 2022? Is this another bubble waiting to burst?

It’s hard to think about having our children implement these documents at a seemingly young age, especially during an exciting time. Doing so, however, can make a difficult situation less tense and traumatic by planning.

Private equity presents an enticing proposition for investors seeking enhanced returns and diversification beyond traditional asset classes.

Unique opportunities within industries combined with a low valuation can create an environment for great investments. And while China has such an environment, the risks are quite sizeable.

The CTA was enacted in 2021 to combat criminal activity, such as money laundering, tax fraud, and financing of terrorism.

It doesn’t make sense to purchase life insurance with the intent to borrow against it. However, suppose you have a permanent policy with a sizable cash value.

Ensuring your beneficiary designations are up to date is crucial to ensuring your wishes are fulfilled. By utilizing various estate planning strategies, you can make for an efficient transfer and leave your beneficiaries in a good position, considering their unique circumstances.

With markets at historically high valuations, rebalancing the risk in your portfolio may be prudent. However, as each investor’s situation and portfolio are different, it is best to talk with your financial advisor to determine if these investments should play a larger role in your portfolio.

The housing market in 2024 is a complex dance among low locked-in rates, rising current rates, and limited inventory.

This is a long-term investment. Your child will probably not fully appreciate your generosity today, but as they grow, so will the account and (hopefully) their gratitude!

Retirees can maximize their retirement wealth by implementing tax-efficient strategies such as Roth conversions, realizing gains in the 0% bracket, and withdrawing pre-tax funds in the 10 and 12% brackets.

Eli Lilly's future holds immense potential, but a balanced perspective is crucial. While Mounjaro/Zepbound's success and potential Medicare coverage are exciting developments, the impact of price negotiations, administrative hurdles, and overall effectiveness requires careful consideration.