by Rona Birenbaum BAS CFP®, CHFS | Feb 12, 2017 | All About Investing, We Think You Might Enjoy...
I’ve always advised clients to approach financial news as interesting, but not reliable as an investment strategy source. Ben Carlson, author of the A Wealth of Common Sense blog, recently did a great job outlining how to read financial news headlines. I couldn’t...
by Rona Birenbaum BAS CFP®, CHFS | Jan 24, 2017 | All About Investing
You might think it’s easy to know whether your investments are doing well. And that it will be easier yet, post-CRM2, now that your investment professionals are required to report on how well you did and what fees you paid. But alas, this isn’t quite true. There are...
by Rona Birenbaum BAS CFP®, CHFS | Dec 18, 2016 | In the News
Caring for Clients is more than proud to announce that we were the 2016 winners of the Canadian Wealth Professional Award for: BEST INDEPENDENT ADVISOR OFFICE – FEWER THAN 10 STAFF Full Release >
by Rona Birenbaum BAS CFP®, CHFS | Dec 10, 2016 | In the News
Physicians are sought after clients in the financial services industry. Download Article (PDF) >
by Rona Birenbaum BAS CFP®, CHFS | Nov 12, 2016 | Musings, We Think You Might Enjoy...
My friend is dying, long before her time. I visited her at the hospital today and the subject of bucket lists came up. She asked me if I had one. I don’t. For a moment I felt guilty about it. For heavens sake, a movie was made about them. Am I disrespecting...
