Archive for the
‘Investment’ Category

“Can I trust my financial advisor?” You may ask. Choosing the right financial advisor is difficult. Not only do they need to be great at what they do, but they also need to be trustworthy. Money, it’s pretty important. Even though we all use it, most people are not an expert in managing their assets. [...]
On May 17, rebel Financial’s president, Phil Ratcliff gave a quarterly update on how we create client portfolios. He covered three topics: making smart investments, economics, and behavioral trends. Phil shares how rebel Financial is doing in each of these areas as the company continues serving their clients in the best way possible. Investments Investing [...]
Our President, Phil Ratcliff and the rebel team attended the Morningstar Investment Conference (#MICUS), held in Chicago from May 8- May 10. It is one of the largest conferences in the investing industry where professionals come together and discuss topics relevant to their careers.  Watch the Broadcast Keynotes and other Notable Speakers Conversations and presentations [...]

Luck or Skill? There’s an ancient question in the investment markets, which is affecting the marketplace in a variety of ways: is an active manager’s investment performance the result of luck or skill? The layperson’s answer would be obvious: anybody who has expertise and works hard at something should, eventually, produce results superior to what […]

I’ll take my chances… Chances are, you’ve already heard or read endless predictions about… everything. The direction of interest rates. Market returns and whether the markets will go down or up. When the next recession will hit. The movements of the cryptocurrency markets. If the market gurus were being honest, they wouldn’t give us definitive […]

What’s the best strategy for navigating choppy investment markets? The classic advice is to hang on for dear life. But is there a better option?   Taming the Roller Coaster A recent article by Michael Batnick of Rithold Wealth Management helpfully reminds us that we have experienced two VERY choppy market periods since 1999. Buy […]

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