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CS Perceptions

Invest in your Financial Knowledge!


CS Perceptions

Invest in your Financial Knowledge!

Maximize Your Savings and Invest


Setting aside a portion of one’s income is today’s norm when safeguarding one’s future. Setting up savings accounts with banks are the most common practice by old and young people alike looking to build their wealth and preparing for financial emergencies. Most people don’t realize that a better way of doing this is also possible through investments.

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Are you disappointed with the returns you are getting from your investment portfolio? If you’re not satisfied with the current state of your portfolio returns, you might want to start utilizing technology. The right tech can help you in many different ways.

You Can Store All Of Your Information In One Place

Experts often say that you shouldn’t put all your investment eggs in one basket. While this is sound advice, it can be a challenge to track your portfolio when you’ve made investments in a number of different areas. Sheaff Brock Investment Advisors discusses a number of ways technology can be used alongside investing.

Thankfully, with the right tools, you’ll be able to keep an eye on all of your investments. Even if you have a wide range of investments, you’ll be able to track everything in one place.

You won’t ever want to lose track of your investments; you’ll want to know how well your investments are doing. The right technology will allow you to keep track of everything.

It’s Easier To Track Your Investments

Technological advances have made it easy to keep track of your investments. No matter where you are or what you are doing, you’ll be able to keep an eye on your investments.

If you travel a lot, you’ll be able to watch your investments while you’re abroad. If your investments are a hobby for you, you’ll be able to look in on your investments while you’re at work.

When you’re able to pay attention to your investments, you’ll be able to notice potential problems. If you need to sell off some of your investments — or make some changes — you’ll be able to do just that.

Investment apps can be a powerful tool in the right hands. Check the apps store and see if you can spot any apps that would be useful to you.


You Can Analyze Your Data And Change Your Approach

Technology also makes it easier for you to analyze your investment portfolio. You’ll be able to gather a great deal of data, and you’ll be able to go over that data carefully. If you see that certain investments aren’t paying off for you, you may want to invest your money elsewhere.

There are a number of programs that will allow you to keep track of your investment portfolio. From apps to software, you’ll find a lot of tools that you can use to gather data. Having all of this information organized in one place can be very convenient.

If you’re not using technology to track your investment portfolio, you should change that. Look at some of your options. Find an app or a program that you can use to collect data. Once you’ve gathered an ample amount of data, you can look at that data to see what you can learn from it.

As you can see, technology can absolutely improve your investment portfolio returns. If you want to increase the size of your returns, you’ll want to make sure you take advantage of the many resources available to you. Modern technology is a godsend to investors; with the right tools, you’ll be able to earn a lot more.

If you are an institutional investor then you may want to look at a Registered Investment Advisor. Sheaff Brock recently launched an Institutional Group to assist Institutional Investors.


When one starts investing, one needs to be familiar with the term portfolio. A portfolio is defined as investment tools such as; stocks, shares, bonds, mutual funds, cash and many others. These investment tools are all combined depending on the investor’s budget, income, risk appetite and the holding period. This is made in such a way that the risks between the investments are stabilized and that if ever a loss may occur it is only minimal. This combined mix of investment tools is what we call an investment portfolio. Sheaff Brock specializes in managing client portfolios given whatever their risk tolerances might be.

In setting up one’s investments, it is important to set-up a portfolio that maximizes your savings. A portfolio manager like Sheaff Brock is needed to attain professional portfolio management and allocation. This is important to fully maximize the value of one’s portfolio to realize gains and profits. Portfolio management is both an art and science that makes sure that the investment mix and policy matches the objectives of the investment, that it’s assets are well allocated to individuals and institutions, and that risk is balanced against the performance of the investment. In its simplest term, it is managing one’s investments in a diversified way, minimizing risks and losses, for the capital to increase and gain profits throughout the investments holding period. Investments are usually maintained and managed within a given holding period depending on the investor.

Two most common portfolio management types are the active and passive portfolio management.

Active Portfolio Management – the portfolio is managed and maintained by a set of members that actively participate in making the investment decisions for the investment tools available. These members do extensive market research before deciding to invest in any investment avenue.

Passive Portfolio Management – the portfolio is maintained and invested based on a market index, and the investment mix is usually used to invest in the best performing company in the index as the best investment option.

Portfolio management is ideal for people who have little or limited knowledge when it comes to investments. The portfolio manager is the one who will be managing one’s investments as they would have expert knowledge about investing. This is is also ideal for people who have no time spare to do hands-on participation with their investments. As most investments are set-up as passive income for most people, people would rather let a portfolio manager manage their investments for them as they continue working with their full-time jobs. Portfolio management is a convenient way for those without the time and experience in investing to participate and earn through the help of a portfolio manager.

Professional Portfolio Management and Allocation is accurately done by a portfolio manager who is entrusted to make sure that investments are properly managed and well allocated to earn gains and profits. He is charged with investing the portfolio to investment avenues that correspond to the investor’s defined criterion of their age, budget, income, risk appetite and holding period. He is tasked with diversifying the investor’s investments in such a way that only minimum risk is involved when opting for maximum returns. The portfolio manager is the overall keeper of the investor’s portfolio and makes sure that returns are attractive and risks are reduced. The portfolio management process is a going term between the portfolio manager and investors. Throughout the holding period of the investment, the Sheaff Brock reports to the investors regularly to keep them updated with the changes regarding their investment. Together with the portfolio manager, the investors can reach their investment goals and objectives.

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