Protecting Investments for the Novice

Not everyone enters the world of financial investments with the confidence and know-how of a finance expert, despite what folks want you to think. Many of us have spent years scrabbling together savings, and learning as we go.

StrategyDriven Practices for Professionals Article | Protecting Investments for the Novice | Personal Investing | Personal Finance

No matter how you came by your investment portfolio, whether you’re new to the world of finance or not, the most important thing is how you choose to protect your assets. For the financial amateur, this can be a daunting task, but with a few simple tips you can protect your financial investments and ensure that your assets are safe.

Patent Management

Portfolio management, or patent management, is a great way to protect your investments. It works in much the same way as having a money manager who oversees your investments and financial decisions.

You’ll sit down with a team to discuss your long-term goals, and the patent manager will oversee your investments, keeping an eye out for unique opportunities, as well as risks and pitfalls. They’ll oversee any changes to your investments and maintain your portfolio. They’ll go over strategies and ideas to grow your investment and will guide you every step of the way as you grow your assets.

Cut Your Losses

Many novice investors make the mistake of becoming too attached to certain investments, or refusing to cut their losses when numbers are dwindling. Or, they’ll wait to get out of a bad investment until after it’s far too late to recover from the loss.

One thing that savvy investors know is that you get out quick when you see the signs of a loss. Sentimentality or hope that things will recover is a fool’s errand. Cut your losses while you can and don’t look back.

Buy Stocks

Some investors refuse to buy a stock if it’s “going down” on the charts, but many successful investors know that that’s exactly when you should be buying them. Buying stocks that are coming out of a price consolidation can grow your numbers exponentially.

Choose Investment Accounts Wisely

This is something you’ll want to speak about with your money manager or patent/portfolio manager. Saving money for retirement is an excellent idea, but there are so many different types of investment accounts to choose from, it can be hard to know which is the best option for you. 401k, traditional and Roth IRA plans, and more. Talk to your manager about which option is best for your retirement savings, compare the risks and rewards, and make a sound decision.

Mutual Funds

Mutual funds are another great option for the novice investor. These funds can help diversify your investments and allow you to purchase stocks, bonds and other investments all at once. They are a convenient and low-risk way to diversify your wealth.

If you take the time to follow these tips, you’ll be well on your way to securing the safety of your investments, and even seeing some real growth! Talk to your money or patent manager today.

Making Money On The Move

StrategyDriven Practices for Professionals | Making Money On The Move
Want to make money this year? Well, if you’ve thought about buying and selling stock investments but been put off in the past by having to work with a stockbroker and having to pay this stockbroker, then fear no more. Today you can you can enter your own stock trades through a stock broker’s website or stock trading app. Mobile trading from your smartphone or tablet can be done on the go and means you don’t have to be stuck in an office, chained to your computer. You don’t even have to have your laptop, so you don’t necessarily have to chase WiFi signals at coffee shops or a shared workspace. Mobile trading allows you to manage your investments from anywhere that you have service. This means that whether you’re on holiday abroad or just out and about doing everyday activities, you have access to your accounts and trading.

Mobile trading isn’t just a way of checking your account balances or the price action of stocks, it is a way of trading stocks on your phone, executing instantly no matter where in the world you are. Here are a few great apps that you can use to make money on the move.

TD Ameritrade Mobile

TD Ameritrade is one of the largest brokerage firms, and the company offers multiple mobile apps depending on your needs. The basic TD Ameritrade Mobile app gives you much of the power you have on your desktop stock trading app in a mobile experience for iOS, Android, and Windows phones but for a more powerful trading experience, there is the TD Ameritrade Mobile Trader app which is available for iOS and Android.

For beginning and passive investors, the TD Ameritrade Mobile app offers plenty of power for your needs. You can customize your dashboards and screens, access research and advice, transfer funds, get market alerts, and even watch videos teaching how different types of trades and investments work. TD Ameritrade Mobile Trader is better for advanced and active investors, as it is loaded with charts, technical indicators, and analysis to help you make trade decisions and enter on the go.

IQ Option

IQ Option is a top investing application with a clean and intuitive interface, created to meet the needs of the most demanding traders. This platform provides clients with an opportunity to trade 500+ assets: from Forex and indices to commodities and stocks. With IQ Option, EUR/USD, GBP/AUD, CAD/CHF, shares of Tesla, Netflix, Spotify, Alibaba, oil and gold so many more can be traded just as easily and on the same platform.


An excellent one for beginners, if you want to invest and have no idea what to do, Acorns is a good one to start with. Once you link your bank account, Acorns will track your regular spending and “round up” purchases, which is then transferred to your Acorns account to invest. You can also transfer funds to your account manually. Once your money land in your account, Acorns will automatically build a portfolio of stock and bond investments based on a brief questionnaire you complete when signing up for a new account. The robo-advisor style app invests exclusively in ETFs to build you a diverse, broad portfolio in line with your investment goals.