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,
Millennials 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 President, Phil Ratcliff and the rebel team attended the Morningstar Investment Conference (#MICUS), held in Chicago from May 8- May 10. It is one
Advancing Ohio Entrepreneurship Last week we talked face to face with the CEO of VentureOhio, a venture capital company with an approach to increase capital
One of the most common myths of college is that you have to take out a loan to receive a higher education. Too often, kids
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
Shifting Economic Balance Ever wonder how the balance of the world stock markets have changed over the last 120 years? Here’s a really interesting snapshot
Work History When you hear that the workplace of the future is going to dramatically change (due to automation and artificial intelligence), do you
Buried in a recent report by Fidelity Investments was some remarkable news. Last summer, the mutual fund and retirement plan provider noted that there were
Chances are, you already know it’s expensive to raise a family in this day and age. But exactly how much over the 20 years until
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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