Category: Investing Insight

What Makes Your Financial Plan Unique?

Starting your investment portfolio can seem like a challenge, especially with the vast number of stocks, mutual funds, and other options out there. What is

May 25, 2022

What to Do with that Tax Refund?

It’s the middle of tax season, and many people are looking forward to getting back a good chunk of change from the federal government. If

May 25, 2022

The Most Complicated Part of Your Estate

In recent years, a new category of assets has appeared on the scene, which can be more complicated to pass on at someone’s death than

May 25, 2022

What’s Riskier Than the Riskiest Stocks?

Any seasoned investor will tell you that buying one stock is riskier than buying a basket of stocks. The underlying concept is diversification—the idea that

May 25, 2022

Is Active Portfolio Management Right for You?

The heightened volatility that has afflicted the U.S. stock market for the past several months points out the potential benefits of active portfolio management. What

May 25, 2022

Avoiding the Pain

There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns. Behavioral scientists tell us that

May 25, 2022

Fixed-Income Investing: The ETF Approach

Fixed-income exchange-traded funds (ETFs) are bond index funds that are listed on a stock exchange and trade throughout the day. There are fixed-income ETFs that

May 25, 2022

A Plan Sponsor Checklist

Once a retirement savings plan has been approved and is in place, it’s tempting for a plan sponsor to sit back and adopt an “I’m

May 24, 2022

It’s Okay Not To Understand Investment Risk

Many people, when they’re thinking of investing their money, take the time to do their homework on current markets and try to understand to the

May 24, 2022

Buying guaranteed losses

Surely one of the strangest trends on the world investment markets these days is banks paying negative rates to depositors, and bonds issued with negative

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.
Fiduciary & Fee-Only Financial Advisors and Planners

Category: Investing Insight

What Makes Your Financial Plan Unique?

What to Do with that Tax Refund?

The Most Complicated Part of Your Estate

What’s Riskier Than the Riskiest Stocks?

Is Active Portfolio Management Right for You?

Avoiding the Pain

Fixed-Income Investing: The ETF Approach

A Plan Sponsor Checklist

It’s Okay Not To Understand Investment Risk

Buying guaranteed losses

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