Archive for the
‘Investing Insight’ Category

Beneficiary of a Trust? What You Need to Know

Nov 06, 2015

Estate Planning, Investing Insight, News, Retirement Planning

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 […]

Sound Investment Advice in Columbus

Oct 30, 2015

phil

Columbus OH, financial advisor, investment advice

Investing Insight

[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 […]

Don’t Be Your Own Worst Enemy

Sep 09, 2015

phil

Investing Insight, Market Commentary, News

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 […]

Understanding Market Capitalization

Sep 07, 2015

phil

capitalization, large-cap, market, market cap, market capitalization, midcap, small-cap

Investing Insight, Market Commentary, News, Retirement Planning

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″ […]

When More Risk Equals Less Risk

Sep 07, 2015

phil

goals, investing, investment, investments, portfolio, risk, strategy

Investing Insight, Market Commentary, News, Retirement Planning

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 […]

Investors: Don’t Let Fear Keep You on the Sidelines

Sep 04, 2015

phil

emotion, fear, investing, investors, manage risk, market

Investing Insight, Lifestyle, Market Commentary, News

While the U.S. stock market, as represented by the S&P 500 Index, has risen a stunning 205.66% as of March 31, 2015, since its low on March 9, 2009, some investors are still reluctant to participate after the near market collapse that accompanied the 2007-2008 financial crisis.1 [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FOvercome-fear-300×285.jpg” width=”300″ align=”right” top_margin=”20″ bottom_margin=”020″ left_margin=”20″ […]

Intergenerational Wealth Planning: A Win-Win for the Whole Family

Sep 04, 2015

phil

intergenerational, planning, wealth, wealth planning, wealth transfer

Estate Planning, Investing Insight, News, Retirement Planning

Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families may be able to reduce family tensions later in life and help ensure that the planning tradition passes intact to future generations. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FIntergenerational-wealth-300×200.jpg” […]

Growth Investing — A Core Part of Your Long-Term Strategy

Sep 04, 2015

phil

growth, growth investing, investing, long-term strategy, strategy

Investing Insight, News, Retirement Planning

Long-term investment goals are as unique as the people who set them. Some investors set their sights on building a dream home; others may be looking to launch a new business. Still others seek the more traditional long-term goals of a comfortable retirement or funding a child’s education. No matter how they differ, all long-term […]

What is a Custodial IRA?

Sep 04, 2015

phil

custodial, custodial IRA, investment, IRA, retirement

Investing Insight, News, Retirement Planning

A custodial IRA is an IRA managed by a parent or guardian for the benefit of a minor child, as long as that child works and has earned income. As with other types of IRAs, the maximum annual contribution for 2015 is $5,500 (indexed annually for inflation) and the underlying investments can be determined by […]

Brush Up on Your IRA Facts

Sep 04, 2015

phil

investing, investment, IRA, planning, retirement

Investing Insight, News, Retirement Planning

If you are opening an IRA for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FBrush-sawdust-300×200.jpg” width=”300″ align=”left” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ alt_text=”Brush%20sawdust%20″ full_width=”Y”] IRAs in America IRAs continue to play an increasingly prominent role in the retirement saving strategies […]

Incorrect cubeportfolio ID in shortcode or problem with query. 1001

Contact us

Financial Advisor and Planner

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients.

Custom Menu

https://imperio.rebelfinancial.com/category/invest/page/9/

https://imperio.rebelfinancial.com/category/invest/page/7/

Latest from Twitter

Contact us

Happy Thanksgiving from rebel Financial 2014

Gun Ownership and Your Homeowners Policy

President Trump’s Unlikely Victory

Tax Rules When Selling Your Home

Fallen Tree Damage—Who Pays?

Whither Brexit?

Taxes Up (but not so much as you might think…)

A Slow Decline in Readers

Will Your Morning Cup of Coffee Make You Healthier?

Good News About HIV

Bees an endangered species?

The Anti-Trump Fund to Watch

2016 Third Quarter Report: The Bull Continues

Nest Egg Gurus Retirement Spending Calculator

Nest Egg Guru's Retirement Savings Calculator

Good News About Global Warming

Communicable Stress

The World’s Worst Drivers

Medical Empowerment

Brexit Update

Mastering Mobile Lingo

Inventorying Your Possessions

Four Steps to Valuing an Estate

The Anatomy of a Supplemental Health Plan

Four Reasons Millennials Need an Estate Strategy

Not-So-Powerful Powers of Attorney

The ‘Other’ Cost of Taxes

Where Have All the Male Workers Gone?

Flying Soon to a Garage Near You

The Awareness of Plants

Job Growth and Public Sector Employment Growth by Presidential Term

Keeping Good Records is Good Business

A Market High—But Is It a Market Top?

Does When You Marry Affect Your Chances of Divorce?

Italy’s Ailing Banks

The Precedent to Brexit

Does Wealth Equate to Quality of Life?

Who Pays for College? Are They Getting Their Money’s Worth?

How to Save in a Hurry

Are Brexit Fears Overblown?

rF Mobile Videos

2016 Second Quarter Report: The Shadow of Brexit

Flying Soon to a Garage Near You

Where Have All the Male Workers Gone?

The ‘Other’ Cost of Taxes

Not-So-Powerful Powers of Attorney

The Awareness of Plants

Will Debt Hinder Your Retirement Outlook?

When Protection Matters: Consider a QTIP Trust

Transferring Assets to a 529 Plan

The Mathematics of Investing

Gap Insurance for Leased Cars

Welcome to Brexit

The Lowdown on Robo-Advisors

Health Savings Accounts: Get to Know These Versatile Savings Tools

Diversifying Your Portfolio With Midcap Stocks

Buying Your First Home

Surprises

Retirement Planning for an Unpredictable Life

Name timelines

Big Vote in Europe

Brazil’s Political Impeachment

Investing Your Increased Salary

Social Security: What’s Changing in 2016?

Social Security: Two Benefit Strategies Eliminated

Work Longer, Live Longer

Money From Heaven

Low Cost, More Demand

(Astronomical) Cost of Living

Under Water in the Caribbean

Get in the Habit -- Smart Investing Habits to Adopt This Year

Longevity Risk and Retirement Income

Getting Value in a Vacation Home

Investing Long Term? Don't Overlook the Inflation Factor!

The Charitable IRA Transfer: Permanent at Last

Job Growth and Public Sector Employment Growth by Presidential Term

What to Know About Annuities

Turning the Page: Five Things Baby Boomers Need to Know About RMDs