Bedel Blog

It’s not fun to watch your portfolio decrease in value, but there is a way to make lemonade out of lemons!

Want to start your own charitable foundation, but don’t have the wealth of a Carnegie or Rockefeller? Well, an option exists for the rest of us, too! Donor-advised funds can allow you to establish and potentially grow pools of money to be used for charitable giving.

Does your New Year’s resolution for 2016 resonate of “new year, new me”? Whether you have actually followed through with your resolutions or not, you should add one that requires a little effort now with a potentially large reward down the road.

The S&P 500 is down 8% since the beginning of the year. This has been the worse two-week start in the stock market’s history.

It is very common for spouses to title property that they own together as “joint with right of survivorship”. When one passes, the other owns the property outright. It’s simple, easy, and automatic.

Started thinking about your holiday shopping yet? Research indicates that many people will purchase their holiday gifts early this year – really early, as in before Halloween early.

Does your investment portfolio need to be serviced? Just like your car, your portfolio may need a “tune-up”. Year-end is a great time to review your portfolio to ensure it is operating at optimal levels.

Using pre-tax dollars for out-of-pocket medical expenses is really smart. But what if you don’t have the money to contribute to your Health Savings Account before year-end?

“My name is Bill and I hate to fly!” When on a plane, every bit of turbulence is magnified! I’m also an investment manager. The demons that scare me while in the air can be good lessons for investors.

As we write this, the stock market seems to be on course for its first down year since 2008. While not fun, drops in the stock market are natural and should be expected from time to time.

Free advice should normally cause you to pause, but not this time. On Tuesday, October 6, Indianapolis residents will have the opportunity to get professional answers to their questions about money.

Are you considering the purchase of a home? While the Fed chose not to raise interest rates in September, it is likely to do so in the near future. The good news is rates are still stuck at historically low levels. The bad news is they are likely to go up.