Evan D. Bedel, CFP®

BOI reporting is an additional compliance step for small businesses to help prove their financial legitimacy to the U.S. government. Justifiably, many small business owners will see this additional compliance mandate as unnecessary, but the consequences are too steep to overlook.

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?

So far, Federal Reserve Chair Jerome Powell should be applauded for his decisions and results. Some may say the Federal Reserve put us in this position in 2021 when they believed inflation was transitory.

The impact A.I. will have on your finances is limitless. We are still in the early stages of development and adoption, and there are too many inaccuracies within the technology for widespread use, and improvements remain constant.

Indiana is incentivizing Indiana taxpayers with a 50 percent tax credit when they donate to eligible SGOs. The program supports students and families in financial need while financially rewarding donors. Indiana's School Scholarship Tax Credit Program is a win-win for everyone!

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.

The current score for the Bedel Barometer is +3. While we all know “past performance is not a guarantee of future results,” our economic metrics continue to improve with the slow reopening of the economy.

The reasons why you should own, or invest, in Bitcoin have changed over time. It should be considered a higher than average risk investment, and we suggest proceeding with caution.

Home prices have been soaring across the country, and new institutional investors are entering the market to compete with traditional buyers. With interest rates near all-time lows and home equity at all-time highs, current homeowners may enjoy a benefit when it comes to cashing out equity.

Dreaming of retiring in your 30’s or 40’s but not sure that could be your reality? The FIRE movement (Financially Independent Retire Early) is increasing in popularity, but there are definite pros and cons to the movement. Be sure you’ve critically assessed your financial situation, and that your financial plan is structured to provide you the means for early retirement. We have the details…

The addition of Tesla into the S&P 500 Index has been S&P's most controversial decision in recent history. What are the pros and cons of adding the highly valued car company to the Index?

When it comes to estate planning, current policies have never been more favorable than today. Everyone’s goals and intentions for wealth transfer are different, so customizing a strategy that fits your needs is the most important first step.