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 Thoughts on the Silicon Valley Bank Failure
Recent problems in the banking industry have increased uncertainty in the financial markets. On behalf of our clients, we have taken a close look at the situation and assessed the potential consequences. In this post we summarize the circumstances at Silicon Valley Bank that led to its failure, describe the broader implications, and review what we see as minimal impact for our clients and their portfolios.
Insight Newsletter—Winter 2023
Our Insight Newsletter is now available. Included in this edition: Investment Commentary Research Update: Trend Following with Managed Futures Tax Planning Opportunities from
Research Update: Trend Following with Managed Futures
The evidence of the long-term value that trend-following managed futures bring to a balanced portfolio is compelling, even though there are shorter periods where sharp see-saw patterns can lead to disappointing returns. However, in a year like 2022 that saw significant declines for both stocks and bonds, managed futures experienced large positive gains and were one of the only asset classes to provide meaningful downside protection. This research update serves to address many of the questions that we receive about this interesting investment strategy.