Financial Advisor and Tax Consultant | Rebel Financial Blog

Philanthropy During Holiday Season

News

Holiday shopping guide and savings tips

Struggling with what to buy your loved ones for Christmas this year without breaking the bank? Supply shortages and new holiday shopping rules aren’t making

November 30, 2022

Everplans Essential Planning Checklist

News

End-of-year Financial Checklist

The stress of the holidays isn’t the only thing rapidly approaching during this time of year. While there are likely many tasks taking priority in

May 23, 2022

Estate planning meeting

News

Common Estate Planning Mistakes

The most common way to transfer assets to your heirs is also the messiest: to have a will that is so out of date that

November 30, 2022

Proxy Vote Update: DFA Emerging Markets Core Equity Portfolio

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

June 21, 2024

Proxy Vote Update: DFA Five Year Global Fixed Income Port

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

February 16, 2022

Proxy Vote Update: DFA US Social Core Equity 2 Port – Instl

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

February 16, 2022

Proxy Vote Update: DFA International Sustainability Core 1 Port INL

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

February 16, 2022

Proxy Vote Update: DFA US Large Cap Value Portfolio Institutional

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

February 16, 2022

Proxy Vote Update: DFA International Social Core Equity Institutional

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

February 16, 2022

Proxy Vote Update: DFA U.S Small Cap Value Port Institutional

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

February 16, 2022

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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