Archive for the
‘Money’ 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 [...]
Millennial's now make up a large part of the workforce, being one of the biggest generations ever and their spending habits have the power to change our future. Our world is advancing at rapidly and it has majorly impacted one group of consumers: Millennials. Not only do they have more progressive values and opinions, but millennial [...]
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 [...]

Sometimes the popularity of a particular investment is driven by unexpected forces.   One example, is the so-called SALT (state and local tax) limitation that was imposed in the recent tax legislation, which basically says that you can only deduct $10,000 on your federal tax return for state taxes, including state income and local property […]

March 11, 2019

Bob Veres

Lifestyle, Money

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Work History   When you hear that the workplace of the future is going to dramatically change (due to automation and artificial intelligence), do you ever wonder how the jobs picture has changed over the past 165 years?   Recently, the McKinsey Global Institute pored over old records dating back to 1850 and thereafter, to […]

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