Smart Cookies

We recently asked a good girlfriend of ours what her investment strategy was. Her answer? Buy more lottery tickets. Oh boy… it’s time for a change.

We all need to invest, but how do we get over the information paralysis, the fear. The answer? To gain confidence through a clear understanding of investments that can provide real wealth. Here’s how .

Before you buy an investment you want to gain as much clarity as possible. More and more investment companies are putting effort into making investing much more clear and transparent. In fact, Smart Cookie Angela appeared in the Globe and Mail this week, discussing a new concept out of Calgary – The Retail Investment Showroom. Imagine shopping for an investment almost as you would for shoes in a mall!? The showroom was designed by a young female investor and entrepreneur, Arti Modi. Ms. Modi, 30, thought it was worth exploring whether any reluctance women have to invest, may have something to do with the insecurity and lack of knowledge and transparency when it comes to investing. So, she went about co-creating a space and investment opportunities that are both literally transparent.

TheOmniArch Capital concept is part showroom and part classroom and is the first of its kind in Western Canada. Available investments, such OmniArch’s current offering, the US Fixed Income Fund, are laid out, and visuals are added for clarity and simplicity,

You can read Angela’s full article here, but in the meantime, keep these tips in mind as you gain clarity on your investment diversification strategy (AKA your plan to live a life of wealth and freedom).

How to gain investment clarity

Choose Investments That Can be Visually Explained

Women, in general, are more visual learners, so make a point to seek out investment opportunities that are explained visually. You want to see materials that clearly illustrate in how the investments were chosen and what the risks and potential gains are.

Do you and your investment firm share the same values?

Do you value complete honesty and transparency, then any investment firm you become involved with should offer the same transparency – you want to make sure he firm discloses all relevant investment details to you.

Is there an open door policy?

Make sure you get an open invitation to communicate regularly and openly. Ask questions about the firm’s office, do they have an office you can visit, do you have to make an appointment, or can you just walk in? The more open – the better.

For more delicious Smart Cookie investment info, dig into:

Read This If The Words, Bonds and Invesments Make You Break Out in Hives