by Rona Birenbaum BAS CFP®, CHFS | Jun 29, 2010 | All About Investing, Musings, We Think You Might Enjoy...
Now I’ve seen it all. A friend of mine recently told me about a financial advisory firm that offers: A FREE financial plan OR A FREE Clublink golf lesson. All you have to do is book a meeting with the financial advisor and bring in your investment statements to...
by Rona Birenbaum BAS CFP®, CHFS | Jun 16, 2010 | All About Investing
It amazes me that millions of Canadians have billions of dollars invested in Money Market Funds (MMFs) that are earning no interest for all intents and purposes. In fact in the six months to the end of 2009, the average Canadian Money Market Fund earned just 0.02%...
by Rona Birenbaum BAS CFP®, CHFS | Jun 14, 2010 | Musings, We Think You Might Enjoy...
I was having coffee with a friend recently who has three beautiful daughters age 6 and under. She asked me when I began giving my soon-to-be 11 year old daughter Rachel an allowance. Now, there are many philosophies on the subject, and sharing my own is not meant to...
by Rona Birenbaum BAS CFP®, CHFS | Jun 4, 2010 | All About Investing
We ask a lot of questions before developing an investor policy statement for our clients and one of them is about their rate of return expectations. But we don’t ask with the intention of developing a portfolio designed to achieve those expectations. So why...
