Financial Terms Glossary
Have you noticed that in the investment industry there are so many acronyms and terms you have never heard of? We would like to de-mystify our business! So we have included a glossary of some of these terms in this eNewsletter. Let’s start with these ten! Exchange Traded Funds (ETFs) Exchange traded funds (ETF) are […]
Tips for Canadian Snowbirds
There are a lot of things to take into consideration when you’re leaving the country for an extended period of time. These tips will help make you with preparation, travel, and driving basics.Once everything taken care of, all that’s left is getting to your destination safely. From there you can enjoy the sun and warm […]
Overcoming Barriers to Retirement
At all stages leading up to retirement—from decades to mere years and months before—we may worry if we are going to be able to retire comfortably. Simply put, starting earlier is always better. But wherever we may be in that planning stage, we must identify the primary challenges and barriers that are either preventing us […]
Debt Free … Forever?
Being debt-free can seem like a pipe dream. However, it is possible. A lot of progress can be gained step by little step. It is important to just start by taking the first step. Know Your Interest Rates: An important step to becoming and remaining debt-free is knowing how much you are paying for your […]
The Importance of Understanding CPP Survivor Benefits
The Canada Pension Plan (CPP) is one of the core components of Canada’s retirement income system and can provide a significant income to a CPP survivor. A person is considered as a “CPP survivor” if he or she was married to or was the common law partner of a CPP contributor. It is important to […]
Why Clients Trust Us
At Rothenberg Capital Management, we are proud and grateful for the trust our clients put in us. We believe there are many reasons that we have earned their trust and would like to share them with you. First, as our clients know, we treat $10,000 with the same importance as one million. Our approach is […]
The 4-Rs of Investments: Review, Rebalance, Refresh, Rothenberg
These 4-Rs will help you stay on track to reaching your investment goals! It’s the beginning of a New Year and your investments should be a top priority in achieving financial success! Although your investment goals are important and long term, they should be looked over regularly to help address any changes in […]
Cheers and Fears for Investors in 2018
There’s reason for investor optimism in 2018 — as long as it’s tempered with caution. That message comes from Nigel Green, founder and chief executive of deVere Group. It is also part of the optimism of Rothenberg Capital Management. While we are positive about 2018, our investors need to keep an eye on several key […]
A Handy List to Ensure You Claim the Most Common Tax Credits, Deductions and Benefits
Pension income splitting — Those who receive a pension may be eligible to split up to 50% of eligible pension income with a spouse Guaranteed income supplement — If you received the guaranteed income supplement or allowance benefits under the old age security program, you can renew the benefit by filing by the deadline. Registered retirement savings plan (RRSP) — […]
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