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December 2016
Free

rF Webinar: Tax Management Strategies

December 13 @ 9:00 am - 10:00 am
rF Webinar: Tax Management Strategies, Online Webinar: Requires registration by clicking below: + Google Map

Understanding tax strategies and managing your tax bill are an integral part of a sound financial approach. Conversely, ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing. With a careful and consistent preparation, you can potentially reduce the impact of taxes on your overall investment returns.  

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Free

rF Presents Morningstar Webinar – “Growth & Value Investing”

December 19 @ 9:00 am - 10:00 am
rF Morningstar Webinars, Requires registration by clicking the Goto Webinar link. + Google Map

"In addition to size, stocks and portfolios of stocks (such as mutual funds) can be classified into growth and value styles based on certain characteristics. Understanding these styles is important because styles go in and out of favor with investors, leading to different investment returns for each style..." Join us to learn more about these important styles of investing and what it means for investors.  

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Free

rF Live Demo: Investment Management Process

December 23 @ 9:00 am - 10:00 am
rF Live Demo: AM, Online Webinar: Requires registration by clicking below to the left: + Google Map

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review our investment management process and how we actually manage money for our clients. You will learn the investment philosophy that we subscribe to and how we transform that into a focused and disciplined investment strategy that is rigorously implemented everyday. In doing this you will see a sample of the actual process and technology that we utilize to take care of client accounts so that you…

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January 2017
Free

rF Presents Morningstar Webinar – “Taxes & Investment Performance”

January 3, 2017 @ 9:00 am - 10:00 am
rF Morningstar Webinars, Requires registration by clicking the Goto Webinar link. + Google Map

"Marginal income tax rates and the number of brackets have varied greatly over time. The United States income tax system, as we know it, was enacted in 1913. Early on, only very high income individuals had to pay income tax. The image compares the highest and lowest marginal rates from 1926 to 2013. The highest marginal rate exceeded 90% during both World War II and the Korean War, while the lowest marginal rate rarely exceeded 20%. Overall, tax rates over…

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Free

rF Webinar: An Inside Look at Retirement Living

January 10, 2017 @ 9:00 am - 10:00 am
rF Webinar: An Inside Look at Retirement Living, Online Webinar: Requires registration by clicking below: + Google Map

Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. Because in order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future. Otherwise, your choices may be limited and your…

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Free

rF Live Demo: John and Jane Doe’s Financial Plan Explained

January 13, 2017 @ 9:00 am - 10:00 am
rF Live Demo:, Online Webinar: Requires registration by clicking below to the left: + Google Map

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review John and Jane Doe's actual Financial Plan so you can get a first hand experience of the planning that we do and how we might be able to help you with your planning. Their plan reviews survivorship, Insurance , retirement, and estate planning.

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Free

rF Presents Morningstar Webinar – “Investor Behavior”

January 16, 2017 @ 9:00 am - 10:00 am
rF Morningstar Webinars, Requires registration by clicking the Goto Webinar link. + Google Map

"The efficient-market theory states that security prices efficiently incorporate all public information. Supporters of the efficient-market theory contend that if information about a particular security is publicly available to one investor, it is available to all investors. Consequently, the price of a security reflects its true investment value at all times. Asset allocation relies on the fact that markets are efficient and that investors behave in rational, predictable ways. However, investors do not always behave rationally—rational behavior is not as…

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Free

rF Webinar: Investment Strategies for Retirement

January 25, 2017 @ 9:00 am - 10:00 am
rF Webinar: Investment Strategies for Retirement, Online Webinar: Requires registration by clicking below: + Google Map

You’ve probably given a lot of thought to what your dream retirement will look like. Now it is time to decide how you are going to pay for it. Like the rest of life, retirement doesn’t come with guarantees. But a sound investment strategy is an excellent start toward helping you pursue your retirement goals.  

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Free

rF Live Demo: Investment Management Process

January 27, 2017 @ 9:00 am - 10:00 am
rF Live Demo: AM, Online Webinar: Requires registration by clicking below to the left: + Google Map

In this live demo from rebel Financial, hosted by Phil Ratcliff, we will review our investment management process and how we actually manage money for our clients. You will learn the investment philosophy that we subscribe to and how we transform that into a focused and disciplined investment strategy that is rigorously implemented everyday. In doing this you will see a sample of the actual process and technology that we utilize to take care of client accounts so that you…

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Free

rF Webinar: Managing your Lifestyle

January 30, 2017 @ 9:00 am - 10:00 am
rF Webinar: Managing your Lifestyle, Online Webinar: Requires registration by clicking below: + Google Map

Managing your lifestyle is all about making smart choices. Each lifestyle decision you make, from your choice of a home, to what you drive, to how you spend your leisure time, has an impact on your overall financial situation. We’ll take a look at how smart strategies can enhance your lifestyle while at the same time potentially freeing up assets to invest for the long term.

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