by Rona Birenbaum BAS CFP®, CHFS | Aug 23, 2011 | All About Investing, Risk Management
I subscribe to one daily blog, and it is the one written by Seth Godin. Seth is a wonderful thought leader on all things business. He posted a second blog on August 23 following an earthquake in Virginia that measured 5.9 on the Richter Scale. Please replace the word...
by Rona Birenbaum BAS CFP®, CHFS | Aug 16, 2011 | Cash Flow Concerns
Before your child heads off to University this fall, give them a chance to earn their first “A” by having them complete a Caring for Clients Student Cash Flow Worksheet. In fact, it’s a great project to complete together with your child, since you are likely a big...
by Rona Birenbaum BAS CFP®, CHFS | Aug 7, 2011 | Cash Flow Concerns
Investors are again wondering what they should do as stock markets decline around the world. They wouldn’t be wondering if they had a well crafted Investor Policy Statement (IPS). An IPS is developed by your investment manager/advisor with your input, participation...
