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Bedel Blog

Apr 8, 2024

Riding the (Weight Loss) Wave: Balancing FOMO with Prudent Risk Management

Eli Lilly's future holds immense potential, but a balanced perspective is crucial. While...

Apr 1, 2024

1st Quarter Market Update

While we may not be able to rely on a 10%-per-quarter pace from equities, there is still much to...

Mar 25, 2024

Table Those Capital Gains – 1031 Exchanges

To qualify for a 1031 exchange, a few characteristics must be met. First, the property that you...

Mar 18, 2024

How Easy is it to Buy a House in 2024?

When factoring in mortgage rates, the story does not look better. Mortgage rates have increased...

GenNeXt Blog

Jan 22, 2024

The Lost Years: The Untold Truth About Your 30s

What people fail to talk about is how this phase of life is expensive and can easily throw a...

Jan 17, 2024

Important 529 Plan Changes

Any Indiana resident contributing to a CollegeChoice 529 plan is eligible for a refundable state...

Sep 27, 2023

Student Loan Repayment: Back Like Never Before

It’s not abnormal for borrowers to feel they are in a different spot financially since March of...

Jul 11, 2023

Retirement Plan Considerations when Changing Jobs

Each company’s plan will differ from others. It’s important to talk with a financial advisor to...

BEDEL BAROMETER

Last updated April 2024

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Current Score

+4

What's this?

The Bedel Barometer was developed in 2009 to provide a measure of the overall health of the U.S. economy. To do this, we identified 7 key areas that have historically been strong indicators as to the strength of our economy. Using a score of either positive, negative or neutral, we assign a value to each of these and are able to combine the results and reflect the overall measure that you see today.

How each indicator stacks up today

The Bedel Barometer offers a comprehensive measure of the overall health of the U.S. economy.

BEDEL FINANCIAL GROWTH BY CLIENT INVESTMENT ASSETS

(DISCRETIONARY ASSETS UNDER MANAGEMENT)

Image of a bar graph showing growth
Image of a bar graph showing growth
Image of a bar graph showing growthImage of a bar graph showing growth

Values as of December 31st of each year