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Tag: interest rates

Know the Difference: Portfolio Manager or Financial Adviser or Financial Planner

Blogs, Financial Literacy / By Theodore Marc Gutierrez, RFP / November 21, 2018

Who do you need to talk to when you want to invest your savings: A portfolio manager, a financial adviser, or a financial planner? Basically, a Portfolio Manager plays more on the technical side of finance, whereas a financial adviser is more social. A portfolio manager is responsible for the construction of a long term […]

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11 Mad Advantages of the Rule of 72

Blogs, Financial Literacy, Financial Planning / By Theodore Marc Gutierrez, RFP / August 28, 2018

Ah, the ever-reliable Rule of 72, the handy mental shortcut that determines or approximates how long your money (investments) will double. For example, suppose you placed your money in a bank for a time deposit. The bank tells you your investment will be given a 2% interest per annum. Now you wonder, what is the

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