Like a closet that isn’t reorganized from time to time, a portfolio that isn’t reviewed regularly can leave you feeling like the pieces no longer fit. Last year, for example, stocks, as measured by the S&P 500 had annualized returns of 13.69%.1 U.S. investment grade bonds gained 5.97%, while international stocks declined -4.49%.1 Given this […]
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to individual and institutional clients. A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part2A).
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