Article Topic: Investments

Financial thoughts, tips and tricks for you to consider.

You Can’t Handle The Risk

When I ask clients if they can handle risk, they usually say yes. Well let’s test that hypothesis then shall we. In 2008 did you get into the market or out of the market? How about 2020? If you got out of the market, then you can’t handle risk. If you invested more,...
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Designing the Perfect Investment

If you could design the perfect investment, what characteristics would it entail? Safe, maybe even guaranteed A Great Rate of Return is a must It would be great if you could use it as collateral and borrow against it. Being able to take money out when needed or put...
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A Million Dollars Of Debt

A Million Dollars Of Debt

May 5, 2020 | , ,

Would you work with a financial planner that was a million dollars in debt? Before you say "No", read the full story. This is not your father's economy. This is not your father's economy. And it shouldn't be your father's saving strategy either. When our parents were...

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This Isn’t Good

This Isn’t Good

May 5, 2020 | ,

Tax Free Savings Accounts are not good for the government ... and that's exactly why they are great for you! When we were children, our parents taught us that sharing is good. But sometimes there is such a thing as an "over-share". That's when you're forced to hand...

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Kathleen van den Berg