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Proxy Vote Update: DODGE & COX STOCK FUND CLASS I

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement   rF Voting

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November 14, 2024
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Nature

Checking In After Hurricanes Helene and Milton 

BLOG > NEWS  With hurricanes Helene and Milton affecting many in the Southeast, it’s essential to check in on those around us. Natural disasters don’t

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July 8, 2025
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Investing Insight

How to get the most of your engagement with your Financial Advisor

BLOG > NEWS  Engaging with a financial advisor is significant for both the client and the advisory firm.  Considerable time, effort, and resources are invested

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July 2, 2025
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Estate

Should individuals with disabilities contribute to their 401K?  Balancing Retirement Savings and Medicaid Eligibility

BLOG > NEWS  A common question arises for individuals with disabilities who enter the workforce: Should they contribute to their employer’s 401(k) plan, especially when

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July 8, 2025

Proxy Vote Update: GLOBAL X Lithium & Battery Tech ETF

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement.   rF Voting

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November 14, 2024

Proxy Vote Update: ESS Tech, Inc

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Materials   rF Voting Results:

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November 14, 2024
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News

How Japanese Interest Rates Affect U.S. Stock prices

BLOG > NEWS  The sudden downward lurch in the stock market shone a brief spotlight on something called the Yen carry trade, which was cited

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March 17, 2025

Proxy Vote Update: ALPS Disruptive Technologies ETF

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement.   rF Voting

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November 14, 2024

Proxy Vote Update: Kyndril Holdings, INC.

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report.  

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November 14, 2024

Proxy Vote Update: Fidelity 500 Index Fund

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement.   rF Voting

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November 14, 2024
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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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