Circling Back on WeWork
Back in July when we first discussed WeWork, this fast-growing but money-losing venture was one of the most talked-about IPOs in years. At that time, we noted that it was too early to say what woul...... Read More
David Crossman
Portfolio Manager, Bedel Financial Consulting Inc.
Will ‘WeWork’ Work in your Portfolio?
How would you like the opportunity to invest in a company whose revenues grew 105 percent last year? Sound pretty good? But would you be so quick to invest if I told you the company’s losses grew 1...... Read More
Spin-Offs: A Rude Surprise or Fantastic Opportunity?
On Tuesday, April 2nd, DowDuPont (DWDP) dropped more than 30 percent! In this case, the drop resulted from DWDP’s calculated creation of a spin-off, Dow, Inc. (DOW). What would induce a company to...... Read More
Roth IRA: Jump Start Your Child’s Retirement Fund
Do you have a high school- or college-age child in your life? Knowing what you know now, I bet you’d like to give that special person a head start on retirement savings. Right? The good news is, if...... Read More
Tax Planning: Now’s the Time to Tackle It!
Year-end is still months away, but smart investors have already begun their tax planning. Spending time analyzing your capital-gain situation could benefit you come next April 15th, no matter what...... Read More
Dominance in The Stock Market
What do Facebook, Amazon, Netflix, and Google have in common? All are "growth" stocks and are currently dominating the stock market. Will these companies continue performing better than other compa...... Read More
Marijuana: Boondoggle Or Serious Investment?
Medicinal or recreational - it's legal in some states and not in others. Where it is legal, legitimate businesses exist and are growing. Is this industry a promising investment or a high-risk ventu...... Read More
When Will Our Bull Market Take a Nosedive?
Last year was phenomenal for the U.S. stock market. It's had a fantastic run since the dark days of 2008. But the question on everyone's mind is: How long can this last? And will we pay for it with...... Read More
Game-Changing Financial Resolutions For 2018
Forty-one percent of Americans will make New Year's resolutions, according to the Statistic Brain Research Institute. And, if 2018 mirrors 2017, losing weight will top the list! But don't neglect y...... Read More
Annual Checkup Means Healthy Portfolio
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 portfoli...... Read More