It’s no secret there is an increased amount of fraudulent activity in today’s digital world. I’m sure you have received spam emails, unwanted phone calls, strange looking texts, letters notifying you of a data breach, and a whole host of other fraud attempts. One area where fraud can be particularly devastating is investment accounts – […]

At least once a month, I have a client ask me about a cyber security related question (setting up two-factor authentication, best practices regarding wi-fi use, password issues, etc). It’s a great topic to discuss and sadly, it is also one that is becoming increasingly important with each passing minute. Our custodian, Charles Schwab, does […]

We are living in a different world.  It wasn’t that long ago that we lived our lives “offline” – speaking to people on the phone, visiting bank branches when we needed funds, receiving key financial information in our mailboxes, and having face-to-face conversations with trusted professionals. Things have changed.  We now live a large portion […]