“A CFP®, or Certified Financial Planner®, is at the leading edge and is able to provide high-quality, professional advice,” Ruark Pepler. You will probably see the letters CFP® in my signature or peppered around on our website. I’m passionate about this designation as it represents my commitment to this profession, and in turn, gives you...
“There are two different styles of investing – active and passive,” Ruark Pepler. Active investing refers to funds where there is a fund manager who actively manages the funds by applying both qualitative and quantitative analyses. Passive investing is typically a style of investing that is managed by an algorithm. In this quick video, Ruark...
“It’s important to note that there is a distinction between pre-retirement investing and post-retirement investing,” Ruark Pepler. In short, pre-retirement investing looks at accumulating and growing wealth, whereas post-retirement investing is focused on creating an ongoing income from your investments. In this quick video, Ruark Pepler lays out how you can secure your financial future,...
“Baby-boomers had, on average, 3-5 employers. Gen-X and Millenials will likely have more than 10.” Ruark Pepler. One of the most important times to reassess your financial plan is when you’re changing jobs or employers. If you have your pension or provident fund transferred directly to you, it could be one of the most damaging...