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. Bond mutual funds may be even more popular among those seeking an income component in their portfolio because they offer a lower-cost, professionally managed, diversified alternative to individual bonds. However, […]
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[contextly_auto_sidebar] If you’ve just graduated from college, or you’re about to this coming spring, you’re probably excited about starting a career. It’s always important to have goals, and if your financial goals are at the top of your list, it’s best to find sound advice from a certified advisor. As a financial advisor in Columbus, […]
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 style means the fund manager uses analytic or forecasting tools to select individual stocks for the fund portfolio. In a passive approach, the fund manager simply buys whatever stocks are […]
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by unique provisions established by the creator of the trust or “grantor.” As a trust beneficiary, you have certain rights. But to ensure that your financial […]
[contextly_auto_sidebar] There are thousands of places where you can find investment advice, but not every source is credible and not all advice is dependable. At rebel Financial in Columbus, our philosophy is to help our clients find the highest probability path to accomplish their financial goals, help them stay on track once those goals are […]
[contextly_auto_sidebar] One of the most frequent questions we hear at rebel Financial is, “Am I saving enough for retirement?” There will come a time in your life when you don’t want or are not able to work any longer, and when that day comes, you want to feel confident that you’ll be able to enjoy […]
One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions. Some risks can be transferred to an insurance company (e.g., auto or homeowner’s), while others we assume. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FA-life-insurance-collage-in-the-shape-of-a-heart-300×214.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] When you […]
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 himself.”¹What Graham understood—and modern research is catching up to—is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive pre-modern times […]
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 crucial. With that knowledge, you’ll be better prepared to build a balanced stock portfolio that comprises a mix of “market caps.” [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FThe-words-Financial-Market-crosing-making-the-letter-X-300×212.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ […]
If I asked you to name the most risky asset class, which would you pick? [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FA-word-collage-based-around-financial-risk300x299.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] Emerging markets1 Commodities2 High-yield bonds3 Each investment has unique risks, but volatility of returns is one measure that can be applied to all. At its simplest level, volatility is the […]