Category: Market Commentary

Choosing the Right Benchmarks for Your Mutual Fund

Community school boards use standardized tests to gauge how their students perform in relation to national averages. On an even more basic level, your local

May 24, 2022

Calculating Taxes on Mutual Funds

For mutual fund investors, earnings come from two sources: fund distributions — dividends or capital gains — and the sale of fund shares.1 Income from

May 24, 2022

Business Succession Issues: Understanding Buy-Sell Agreements

Running into financial troubles isn’t the only reason that some closely held businesses fail to succeed. Their untimely demise may result from the lack of

May 24, 2022

The Role of Bond Funds in Your Portfolio

Bonds are popular investment vehicles because they pay interest income with a promise to pay back the initial investment after an agreed-upon period of time.

May 24, 2022

Anchor Your Portfolio With Index Funds

One of the most basic distinctions between mutual funds is whether the fund manager employs an active or a passive management approach. An active management

May 24, 2022

Don’t Be Your Own Worst Enemy

One of the most well-known investors of the 20th Century, Benjamin Graham, said that “the investor’s chief problem—and even his worst enemy—is likely to be

May 24, 2022

Understanding Market Capitalization

If you’re creating an investment strategy designed to help you pursue long-term financial goals, understanding the relationship between company size, return potential, and risk is

May 24, 2022

When More Risk Equals Less Risk

If I asked you to name the most risky asset class, which would you pick? Emerging markets1 Commodities2 High-yield bonds3 Each investment has unique risks,

May 24, 2022

Investors: Don’t Let Fear Keep You on the Sidelines

While the U.S. stock market, as represented by the S&P 500 Index, has risen a stunning 205.66% as of March 31, 2015, since its low

May 24, 2022

Do Alternative Asset Classes Belong in Your Portfolio?

Alternative investments are often defined not by what they are, but by what they are not. It is this quality that could make alternatives potentially

May 24, 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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Category: Market Commentary

Choosing the Right Benchmarks for Your Mutual Fund

Calculating Taxes on Mutual Funds

Business Succession Issues: Understanding Buy-Sell Agreements

The Role of Bond Funds in Your Portfolio

Anchor Your Portfolio With Index Funds

Don’t Be Your Own Worst Enemy

Understanding Market Capitalization

When More Risk Equals Less Risk

Investors: Don’t Let Fear Keep You on the Sidelines

Do Alternative Asset Classes Belong in Your Portfolio?

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