A sad fact in today’s modern society is that many people receive a complete high school and even college education without learning anything about budgeting. We’re taught how to make money, not how to manage it. But often times, the management part can be more important than what you make. For example, a high […]
Do you struggle to save money? Many people get a second job when there's a shortfall of money. But increasing income isn't the only way you can free up your budget - reducing spending works just as well, without using up extra time. In this article I've compiled a myriad of things that you can [...]
“Can I trust my financial advisor?” You may ask. Choosing the right financial advisor is difficult. Not only do they need to be great at what they do, but they also need to be trustworthy. Money, it’s pretty important. Even though we all use it, most people are not an expert in managing their assets. [...]
On May 17, rebel Financial’s president, Phil Ratcliff gave a quarterly update on how we create client portfolios. He covered three topics: making smart investments, economics, and behavioral trends. Phil shares how rebel Financial is doing in each of these areas as the company continues serving their clients in the best way possible. Investments Investing [...]
Millennial's now make up a large part of the workforce, being one of the biggest generations ever and their spending habits have the power to change our future. Our world is advancing at rapidly and it has majorly impacted one group of consumers: Millennials. Not only do they have more progressive values and opinions, but millennial [...]
Our President, Phil Ratcliff and the rebel team attended the Morningstar Investment Conference (#MICUS), held in Chicago from May 8- May 10. It is one of the largest conferences in the investing industry where professionals come together and discuss topics relevant to their careers. Watch the BroadcastKeynotes and other Notable Speakers Conversations and presentations at [...]
Advancing Ohio Entrepreneurship Last week we talked face to face with the CEO of VentureOhio, a venture capital company with an approach to increase capital to everyone that is ready to do the next big thing. For Ohio, from Ohio. CEO Falon Donohue “I certainly did not expect this path to end up [...]
Student loan debt is one of the fastest rising debts of this generation. Americans currently owe a combined of $1.34 trillion on their student loans. On average, college undergrads are paying 28% more for college than a decade ago, and 65% more than 20 years ago. To mitigate this, it’s important that if you or [...]
Sometimes the popularity of a particular investment is driven by unexpected forces. One example, is the so-called SALT (state and local tax) limitation that was imposed in the recent tax legislation, which basically says that you can only deduct $10,000 on your federal tax return for state taxes, including state income and local property […]
Shifting Economic Balance Ever wonder how the balance of the world stock markets have changed over the last 120 years? Here’s a really interesting snapshot (see graphic), which shows the size of many countries’ stock markets at the beginning of the 1900s (as a percentage of the total), and as of the start of this […]
