05/28/2026
FEDERAL RESERVE: Here's what you need to know about the new Federal Reserve Chair, Kevin Warsh.
New Fed Chair Kevin Warsh: What It Means For Your Money
What to know about the new Federal Reserve Chair, Kevin Warsh.
05/26/2026
30 years ago today, Bill Wendling reported for work at Bedel Financial for the first time. Please join us in wishing Bill a Happy Bedel Anniversary!
05/21/2026
The Great Wealth Transfer has commenced, and tens of trillions of dollars are set to be transferred between generations over the next two decades. Here's how to handle it the right way.
Passing Wealth, Not Tax Bills
How to pass down money to the next generation.
05/15/2026
Alternative Investments: Understanding Opportunities and Risks - Planning for Life’s Next Chapter: Having Kids - Read the latest Bedel Blog -
Alternative Investments: Understanding Opportunities and Risks - Planning for Life’s Next Chapter: Having Kids - Read the latest Bedel Blog
Historically, alternative investments have primarily been a tool reserved for institutional investors and ultra-high-net-worth individuals. However, access has been expanding in recent years to attract a broader range of investors.
05/15/2026
What will this actually cost? How much should we be saving? Are we set up the right way?
Planning for Life’s Next Chapter: Having Kids
How much should you save when having a child?
05/14/2026
Last night, Bedel Financial was named one of the Best Places to Work in Indiana. Our team is thrilled to make this list (again)!
Learn more about Bedel Financial: https://www.bedelfinancial.com/about
05/12/2026
INVESTING: Alternative investments can offer diversification and unique sources of return. However, complexity, illiquidity, and fees require careful due diligence.
Alternative Investments: Understanding Opportunities and Risks
Should you consider alternative investing strategies?
05/01/2026
Every parent’s dream is to set their children up for a life of success. The right account, or combination of accounts, depends on your goals for the money.
How to Invest for Your Child
How to set your child up for financial success.
04/17/2026
Serving as a trustee is an honor and a serious responsibility. Here's what you need to know.
Serving as a Trustee: Responsibilities You Should Understand
What is your role as a trustee?
04/17/2026
Navigating the Market Turbulence - Equity Compensation: Private vs. Public Companies - Read the latest Bedel Blog -
Navigating the Market Turbulence - Equity Compensation: Private vs. Public Companies - Read the latest Bedel Blog
A well-constructed portfolio is built with the expectation that volatility will occur. It does not rely on perfect timing or constant adjustments. Instead, it is designed to remain resilient in the face of uncertainty.