Bedrock Asset Management

02/26/2025

Success and Generosity: A Curious Link

01/15/2025

12/06/2024

This holiday season help give your children and grandchildren the gift of financial security. A juvenile fixed indexed universal life (FIUL) insurance policy from &G may be a nontraditional present, but it can set your loved ones up for financial success in the future. And unlike this year’s hot holiday toys, juvenile FIULs grow more valuable with time – bringing benefits long after the holidays are over. Learn how it works:

Learn more about juvenile fixed indexed universal life insurance and how it can be part of an overall family insurance plan.

11/25/2024

We are so excited to post this!!!

11/19/2024

It can be uncomfortable to discuss finances with your parents as they age. But it’s an important talk to have, so you can understand their wishes and help them be financially prepared for their retirement years. &G offers a roadmap for starting the conversation:

Talking to your parents about their finances can be an uncomfortable conversation, but F&G provides tips on why, how and when to speak to them.

11/14/2024

Had a fantastic turnout for the Bedrock Asset Management
How to Reduce Taxes in Retirement - Educational Workshop!
Thank you to all who attended.

11/04/2024

There's a lot of confusion around inflation. Will prices come down soon? Will things get worse before they get better? Our expectations of inflation can have real power over financial decisions. Don't make fear-based decisions – take this quick 2 minute true/false quiz to find out what you REALLY know about inflation.

This quiz could change what you think about inflation

10/30/2024

Interest rates and a presidential election - how might these factors affect markets in the last few months of this year? Find out more in this month's quarterly financial update.

Here's what you need to know

10/28/2024

[LOCATION] investors, what do you really know about inflation? We can't predict it, BUT if you know the facts you can keep your cool and make smarter choices when costs rise. Answer 7 simple questions in this inflation quiz to find out what you really know. Check it out!

Answer 7 basic questions to see what you really know

10/24/2024

Medicare parts and plans can be confusing. Do you have enough coverage based on your healthcare needs? Could you be saving money with a different plan? Should you change plans to take advantage of the 2024 Medicare laws? This NO-COST guide will help you choose the plan that's right for you.

Could you save thousands on unexpected medical bills?

10/22/2024

Financial education doesn't have to be dry. Here's how we're using sushi to demystify inflation and spark conversations around economic trends. Curious to learn more? Check out our most recent article.

Find out in a breakdown of the costs by ingredient.

10/21/2024

Inflation has changed our outlook on money and our spending choices. An increasing number of investors I speak to are willing to sideline gains to try to avoid losses. But is that really the best way to react? Test your knowledge in this quick 2-minute inflation quiz.

Test your knowledge in a 2-min. true/false inflation quiz