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FoundationsStock Alerts + Tools0:45Protection

The Defence Is Set Up in Advance

Exploitation of older investors relies on isolation and urgency, and the protections that work are the ones arranged before anything happens.

0:45 · 6 scenes

This lesson is part of a Stock Alerts + Tools plan.

What the lesson covers

  1. 0:00The protections that work here are arranged long before they are needed.
  2. 0:05The two levers used. Isolation from anyone who would ask questions, and urgency that prevents checking.
  3. 0:14The trusted contact. Brokers can hold a named contact they may call if something looks wrong.
  4. 0:23What firms may do. A broker can place a temporary hold on a disbursement they suspect is exploitation.
  5. 0:32The conversation to have early. Agree in advance that any urgent, secret request gets a second opinion.
  6. 0:40Name a trusted contact, and agree the rule while nothing is happening.
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Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
Educational content only. MadStockAlerts provides market commentary, research, and educational content. It is not personalized investment advice, and nothing here is a recommendation to buy or sell any security. Trading and investing involve substantial risk, including loss of capital. See the Risk Disclosure and Customer Agreement.
The Defence Is Set Up in Advance — MAD Academy Training Video · MadStockAlerts