October is “Cybersecurity Awareness Month” – therefore it’s a great time to revisit important safety reminders to protect yourself against common fraud and cyber-attacks, especially around finances.
The first step is to be aware of how to identify fraud attempts, so we have compiled a few visual examples here.
But in addition to knowing what to look for, there are three key steps that you can take to protect yourself.
We have established policies and procedures for handling suspected/confirmed compromises to client accounts, which include:
For many years, we have aided clients as they navigate the threats of cybercrime and work to protect themselves from attempted security breaches. We remain focused on staying abreast of new ways that we, and our clients, can work to protect their identity and finances.
Please reach out to your advisor if you have any questions about how we can help you, or to better understand the steps that we’re taking to protect your information.
Our Team is Prepared for the Gender Wealth Shift
Many leading companies have started to shift gears by offering new products, hiring more female advisors, and launching financial literacy and community outreach events. At Litman Gregory Wealth Management, we're ahead of the curve, with women making up 50% of our team.
Fourth Quarter 2023 Investment Commentary
As 2023 unfolded, global stock and bond markets ignored widespread expectations of a U.S. recession and surprised forecasters by shaking off a host of uncertainties to post strong gains for the year. This was a welcome rebound after a very difficult 2022, where high inflation made the Fed decide to raise interest rates sharply which led to negative returns for virtually all traditional investments. In this commentary we cover what led to the 2023 returns, as well as our outlook and strategy as we look ahead in 2024.
Year End Wishes from Litman Gregory Wealth Management
In reflecting on the events of 2023, we witnessed a positive turn in the financial markets as investors anticipated the possibility of a “soft landing” for the U.S. economy, but we were also disheartened by numerous worldwide conflicts. As we balance these experiences, we are grateful for our business and client relationships, and more than ever we are encouraged to be of service and give back to our community.