[contextly_auto_sidebar] For many people, the answer to the question, “What do you want to do when you retire?” may be very obvious. They have a clear plan for the hobbies they want to pursue or the trips they want to take, but for others, the answer might not be as clear. Planning for retirement is […]
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‘Retirement Planning’ Category
With some $30 trillion poised to change hands over the next several decades from parents and grandparents to so-called Millennials — those 90-million-plus Americans aged 18 to 33 — the financial services industry will have its work cut out for it. Popular investing wisdom states that the younger you are, the more time you have […]
Nobody likes to pay taxes. That’s why investors naturally are interested in earning tax-free income. Municipal bond issues are a very popular way to earn tax-free income and, if income is reinvested, achieve tax-free compounding of returns. Municipal bonds (also known as “munis”) are fixed-income investments that can provide higher after-tax returns than similar taxable […]
Dividend-paying stocks provide investors with tangible returns on a regular basis regardless of market conditions. This can benefit a range of investment styles and management strategies — from completely passive indexing to active buy-and-hold selection to aggressive trading and arbitrage. Passive Dividend Portfolios In 2014, a portfolio composed of all stocks in the S&P 500 […]
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 weather forecasters can check the accuracy of their predictions by measuring temperatures and rainfall. As a mutual fund investor, you also have tools available to gauge the performance of your […]
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, […]
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] 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 […]
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″ […]