David Crossman, CFA

WeWork (now The We Company) is planning for its IPO either later this year or early in 2020. Is WeWork stock a good fit for your portfolio? While it’s still a bit too early to tell if WeWork will be a good buy, we’ve outlined potential issues to be aware of before you decide to buy.

Investing in farmland used to mean purchasing and running a farm. These days, it’s possible to invest in farmland through two different investment structures. We explore both and weigh the pros and cons.

Yesterday you had stock worth $100 per share. Today it’s worth 25% less! What happened? Spin-offs might not be a common stock market term for you, but it can be a common practice amongst companies. We’ve defined what a spin-off is, along with how you might expect it to affect your portfolio. Read on for the details…

Chances are your teen isn’t thinking about saving for her retirement quite yet. But contributing now to a Roth IRA can give her a leg up on her retirement savings. Unsure if your teen will want to contribute any of her hard-earned money? No worries – anyone can contribute to a Roth IRA on her behalf. Read on for the details and what to watch out for.

Do you have a vision for how you will spend your retirement? If you have a spouse or significant other, does it match theirs?

With just over two months left in 2018, now is a good time to start your tax planning, and analyzing your capital-gain situation could result in a lower tax bill come Tax Day 2019. By considering various strategies to offset your capital gains, you could reduce your tax impact and keep as much of those gains in your pocket as possible.

“Growth” stocks are dominating the stock market right now – think FANG (Facebook, Amazon, Netflix, and Google). So have we seen the heyday of “value” stocks, never to be repeated again? Not so fast – both “growth” and “value” stocks have their place in your portfolio. Read on for the details on both types of stock and what they mean for your portfolio…plus the one thing you might want to do right now to ensure you’re on the right track.

Marijuana’s popularity is on the rise, and as states continue to legalize its use, the industry around its growth and distribution could be an attractive investment. But is it really a good investment? We explore this trending industry and what it could mean if you decide to invest.

We all know the old adage “What goes up must come down,” and the same is true of the U.S. stock market. But when will it happen and how bad might it be? While no one can answer these questions with any degree of accuracy, we’ve highlighted the signs both for and against a market downturn at some point.

What is your financial resolution for 2018? Our advice, start with: Reducing your credit card debt; Building an emergency fund; and Increasing your retirement savings.

The featured speaker at Bedel Financial’s annual Financial Forum was Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab. Liz Ann touched on a number of issues regarding the economy and the market. Here are the highlights!

Everyone knows an annual physical is recommended for most adults. Seeing your doctor on a regular basis helps identify potential health problems before they become serious. Your investment portfolio needs an annual checkup too!