Learn the signs to look out for in email phishing scams so you can safeguard your confidential financial and personal information. Phishing emails are a regular tactic used by cyber criminals to steal your personal information, such as your online banking login credentials. Some red flags are easy to spot and will quickly alert you to...Read More
Between tuition and other-related expenses, post-secondary education, especially during these times of high inflation, can be a significant financial burden on families with multiple children. What are some smart strategies to manage these costs? Our experts suggest some options. The rising expense of post-secondary education, at a time when inflation is skyrocketing and other areas...Read More
With inflation at a nearly 40-year high, you might be worried about what it means for you retirement. In this article, we go over some things you can expect, whether you’re in the process of planning for retirement or are already retired. You may have noticed a spike in certain expenses recently, such as your...Read More
In this article, we share some considerations regarding this common dilemma to help you decide which option is better for you: investing for retirement or paying down your mortgage. Contributing to an RRSP and paying off your mortgage are choices that can seem equally important. After all, both address really important aspects of your financial...Read More
Are you one of the millions of Canadians set to receive a tax refund this year? Here are some ideas of what to do with those funds. The good news is that you’ve prepared your tax return and realize that you’re entitled to a refund. This certainly beats the alternative of owing the government money....Read More
Using home equity as retirement income can be an interesting option for retiring Canadian baby boomers who have benefited from strong real estate markets over the past two decades. The options for funding one’s retirement are varied and wide-ranging. The most typical sources of income in retirement include pensions and financial savings, which typically take...Read More
ESG funds represent the perfect opportunity for investors to put their money where their values are. Alongside heightened public awareness of environmental matters and social issues, the responsible investment (RI) movement is rapidly growing in both Canada and globally. In 2020, investors poured more than $3.2 billion into Canadian-based ESG funds. ESG stands for Environmental, Social, and Corporate...Read More
We made this short 10-question quiz for fun to see how well you know Rothenberg Capital Management. Test your knowledge or get to know us (better)!Read More
Here are 5 questions to ask yourself as you take a closer look at how you’ll manage your finances when things return to normal. As public health restrictions ease and more and more people are vaccinated, we can expect life to return to something like ‘normal’ soon. The return to a semblance of normalcy will...Read More
