by Rona Birenbaum BAS CFP®, CHFS | Mar 6, 2020 | All About Investing, Retirement, Risk Management
“Getting to know you, getting to know all about you.” Julie Andrews At some point in the past you probably completed an investor risk tolerance questionnaire. Today, you may be discovering that your risk tolerance isn’t immutable. It is influenced by factors such as:...
by Rona Birenbaum BAS CFP®, CHFS | Mar 6, 2020 | In the News
The Home Buyers’ Plan (HBP) and the Lifelong Learning Plan (LLP) are two advantages of investing in a registered retirement savings plan (RRSP), as they allow Canadians to pull funds from their RRSPs – interest- and tax-free – to buy a home or get educated, then pay...
by Rona Birenbaum BAS CFP®, CHFS | Mar 4, 2020 | In the News
Last week was stock market nastiness at its worst. Prepare for the possibility of more to come. How, exactly? Veteran financial planner Rona Birenbaum has some thoughts. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Mar 2, 2020 | All About Investing, Risk Management
There was a lot I was taught in school that I don’t find helpful in everyday life. Calculus comes to mind (I’m no engineer), and that time I almost threw up dissecting a frog was more traumatizing than instructive. But, if there is one concept that I learned in...
by Rona Birenbaum BAS CFP®, CHFS | Feb 28, 2020 | All About Investing, Cash Flow Concerns, Risk Management
First, two definitions: Bear market – From www.investopedia.com A bear market is a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment. We are about 5% away from that at the moment. Global...
