Transitioning Wealth to the Next Generation

"From shirtsleeves to shirtsleeves in three generations."  Nearly 90% of affluent families lose their wealth by the end of the third generation. This leads to financial ruin, the tragic loss of family relationships, and emotional stress. ... Read More

2021 U.S. Economy – The Bedel Barometer

How do you measure the overall health of the U.S economy? In 2009, Bedel Financial identified seven key areas that help determine the strength of our economy, and each month, a report is produced called the Bedel Barometer.  For the month of November 2021, the Bedel Barometer score is +4.... Read More

CARES Act: Paycheck Protection Program

If you are a small business or self-employed individual under financial stress due to the Coronavirus, the Paycheck Protection Program is intended to help you through this difficult time by providing... Read More

Are You FIRE-d Up?!

Have you heard of the FIRE (Financially Independent Retire Early) movement?  It’s beginning to make headlines nationwide. In its purest form, “firing” is aggressively saving with the intention to...... Read More