Bedel Blog

Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.

Image for Negative Borrowing Rates – Can’t Happen, Right?

Apr 25, 2016

Negative Borrowing Rates – Can’t Happen, Right?

In Denmark, it actually happened! You borrow money, pay no interest, and collect a premium to boot. However, as an investor, you pay the bank to hold your money.

Image for Financial Fraud Against Seniors

Apr 18, 2016

Financial Fraud Against Seniors

Five million! That’s the number of financial fraud cases perpetrated against seniors in the United States each year according to a recent study by Consumers Digest.

Image for When Good Funds Go Bad

Apr 11, 2016

When Good Funds Go Bad

We all know what to do when good pets go bad – make a bad reality TV series! But what should an investor do when a good mutual fund “goes bad?”

Image for New 529 Savings Plan for Disabled Individuals

Apr 4, 2016

New 529 Savings Plan for Disabled Individuals

On March 21, Governor Pence signed legislation allowing Indiana to create the ABLE savings account for people with disabilities. These accounts have favorable tax benefits, but also some drawbacks. Regardless, this could be a game-changer for special needs individuals!

Image for Adding Alternative Investments

Mar 28, 2016

Adding Alternative Investments

Alternative investments are not simple or inexpensive. However, if they work, your investment portfolio potentially has better returns with less volatility. And, the availability of these investment options is increasing. But, are they right for you?

Image for Down Payment Hysteria!

Mar 21, 2016

Down Payment Hysteria!

There are two words that will send chills down the spine of any potential home buyer: down payment.

Image for Retirement Calculators:  Accurate or Not?

Mar 7, 2016

Retirement Calculators: Accurate or Not?

A recent study puts into question the outcomes of retirement calculators. “Misleading”, “over-optimistic”, and “little help to consumers” are conclusions reached by researchers for the majority of online calculators tested.

Image for Who are Your Beneficiaries?

Mar 1, 2016

Who are Your Beneficiaries?

When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s definitely time to review!

Image for Who will Raise Your Child?

Feb 23, 2016

Who will Raise Your Child?

There is nothing better than celebrating the birth of a new baby. If it is the first baby, there are many “first time” experiences to be enjoyed as well as some “first time” decisions to be made. Naming a guardian is one of those.

Image for Socially Responsible Investing for an Impact

Feb 15, 2016

Socially Responsible Investing for an Impact

Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a dollar return on their investments.

Image for Tips for Completing the FAFSA

Feb 12, 2016

Tips for Completing the FAFSA

Completing the Federal Application for Student Aid (FAFSA) to apply for financial aid for your college-bound child is a stressful process that can tie up your free time for weeks.

Image for How Much House Should I Buy?

Feb 12, 2016

How Much House Should I Buy?

The busy home-buying season is just ahead. Whether you’re a first-time homebuyer or a seasoned homeowner looking to upgrade or downsize, it’s important to know how much home you can afford to buy.

AUTHORS