How to Survive Volatility in the Markets

Almost all investors are more focused on what will happen in the future. However, I believe it is worthwhile to take a closer look at the 2020-2022 market environment in order to make more sense of what's to come. Click here to learn strategies on how to survive volatility in down markets.

 

The Millennial Investor

Who are the millennials? Also known as Generation “Y”, demographers generally use the early 1980s to early 2000s to categorize this cohort. With the oldest millennials in their early 40s, they are not only the largest generation, but they will also receive the greatest transfer of inherited wealth. As millennials age, their wealth and knowledge will grow as we experience the largest transfer of wealth in recorded history. Our whitepaper, The Millennial Investor, discusses key findings, investing trends, and more.

Share our resource with friends and family who are millennials and/or have millennial children who would benefit from learning more about our integrated wealth management approach as they begin to navigate complex markets and significant life milestones. As always, if you have any questions or would like more information, connect with us at 905-272-6000. We have the expertise, experience, and desire to help.

 

Living Longer, Living Better: Your Guide to Retirement

The truth is, if you are 65 and in good health, you should not be planning for the next couple years. You should be planning for the next couple decades. Enjoying your retirement takes careful and detailed planning, but it doesn’t have to be difficult. To learn more, read the full white paper here. If you would like to re-evaluate your retirement plan, please contact me to make your ambitions a reality. 

 

Women's Wealth: Empowering Female Investors

Women investors are a driving force of global wealth. As women outlive their partners, they could possess as much as $30 trillion in financial assets by 2030. Click here to read about key findings, closing the gender investment gap, and value-oriented investing for one of the most powerful demographics.

 

The Great Wealth Transfer 

The greatest intergenerational transfer of wealth in Canada's history is set to take place. Is your family ready? Read more about estate planning in this guide and how to position your family for wealth preservation. The Ruppert Team works closely with our experts to ensure that you and your family can navigate the complexities of multi-generational wealth.