Late last year President Obama signed into law legislation aimed at giving disabled Americans and their families the opportunity to save for education and other related expenses in a tax-friendly vehicle without jeopardizing their federal benefits. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FDad-yellow-shirt-with-special-needs-son-300×200.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] What ABLE Offers Modeled after 529 college savings plans, […]
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‘Investing Insight’ Category
If you are researching new investment avenues, chances are “evaluating risk” tops your checklist. Financial experts have developed many methods for measuring risk, but beta and standard deviation are two of the most popular and useful options. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FRisk-return-block-chart-300×265.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Beta calculates how much (or how little) an […]
The jargon of investing may seem designed to confuse, but understanding a few of the terms can help you navigate your way more easily through the maze of financial information. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FJargon-sign-300×300.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Measuring Performance The NAV — or net asset value — of a fund is the […]
When it comes to interest rates, one thing’s for certain: What goes down will eventually come up. The federal funds rate — the rate on which short-term interest rates are based — has varied significantly over time. It’s a cycle of ups and downs that can affect your personal finances — your credit card rates, […]
Midcap stocks have the potential to provide performance similar to that of small-cap stocks with less of their volatility.1 For investors looking to more fully diversify their stock investments, midcap stocks may be a sound choice. Midcap stocks are stocks of those companies with market capitalization (stock price times number of shares outstanding) of between […]
A spider isn’t just a subject for science classes anymore. It’s also a type of exchange-traded fund (ETF) — an investment that combines the diversification and cost-effectiveness of index funds with the trading flexibility of stocks. If you think investing in ETFs might be a good idea, here are some issues to consider. The ABCs […]
When you’re in search of a definitive source of information for a particular mutual fund, all you need to do is take a look at a publication known as the fund’s prospectus. [images style=”2″ image=”http%3A%2F%2Frebelfinancialllc.com%2Fwp-content%2Fuploads%2FMF-Prospectus-300×200.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Each fund prospectus is issued by the fund provider and contains all the […]
Oil prices, which are down nearly one-third since last summer’s peak, have come under pressure due in large part to new energy supplies — notably from the United States — which are tipping the balance of supply and demand.1 Over the past several years U.S. oil production has increased more than 70% and, according to […]
Today there are as many types of insurance as there are risks. That is why a diversified insurance portfolio should be a vital part of the wealth management process. When structured properly, an insurance portfolio can be a powerful risk management tool, offering a range of protections for you, your family, and/or your business. Many […]
Chances are your investment strategy calls for some portion of your portfolio to be invested in stocks to help you reach your long-term goals.1 But when the stock market turns choppy — as it most certainly will from time to time — try not to let your emotions get in the way of achieving your […]