by Rona Birenbaum BAS CFP®, CHFS | Sep 10, 2015 | All About Investing, Risk Management
If you have been watching the news lately you will be well aware that the major stock market indices have declined from their highs from earlier this year. This may have you scrutinizing your portfolio performance more often than usual. So, it is timely to share...
by Rona Birenbaum BAS CFP®, CHFS | Jul 27, 2015 | All About Investing, Risk Management
Following several years of above average equity market returns, it is time to take a step back and reset our expectations for returns over the next 5 to 10 years. This is because investor expectations for future returns are typically based on their recent...
by Rona Birenbaum BAS CFP®, CHFS | Jul 21, 2015 | All About Investing, All About Tax
Increased benefits begin at the end of this month. The UCCB was increased to $160 per month for each child under the age of six. The UCCB was expanded to children aged 6 through 17. Parents will receive a benefit of up to $60 per month for each child in their care...
by Rona Birenbaum BAS CFP®, CHFS | May 11, 2015 | All About Investing, Risk Management
A new client recently said, “My relationship with money is changing. I didn’t think it would happen so quickly”. We all have a relationship with money. It guides our decisions and can define how we experience life. Do you see yourself in these four money...
by Rona Birenbaum BAS CFP®, CHFS | Apr 28, 2015 | All About Investing, Cash Flow Concerns, Retirement
We are often asked the question whether it makes more sense to make extra mortgage payments or top of retirement savings when there is extra cash flow. This question is coming up more often these days given the low borrowing rates and recent great returns in the...
