We live in a time of increased cyber fraud, with threats becoming more frequent and more sophisticated. To stay ahead of the threats and protect our clients, we determined that a systematic approach with the appropriate precautionary measures must be in place to manage the risks and create a risk-aware culture.
With this process in effect, we can be vigilant in our efforts to keep our clients’ information safe. To discuss more about this ongoing effort, Chief Operations Officer Jennifer Ceccarelli is interviewed in the video below, where she also explains how we have partnered with an experienced third-party technology-service provider to manage our full information technology program and oversee the protection of our systems.
Research has shown that the best defense against cyber risks are people. Therefore, we keep our team educated on the risks and safeguards, so they can help our clients. In that regard, our client team may take additional steps to help keep you and your information safe, like calling you to verbally verify an instruction. We hope you will forgive us for these types of interruptions, knowing that they are in the interest of your safety and financial well-being.
Please reach out to your Litman Gregory Advisor if you have any questions about cyber security or the steps that we’re taking to protect your information.
Gretchen Hollstein Named to 2019 List of Top Wealth Advisor Moms
We are pleased to share that our very own Gretchen Hollstein, CFP® was recently recognized as one the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research.
Year-End Tax Planning For 2019
As we move closer to year-end, there are numerous tax planning techniques we consider for our clients, depending on each individual situation. In this post, we provide a description of a few of those tax planning strategies, as well as some of the ways we seek to maximize the tax-efficiency of our client portfolios.
Investment Key Takeaways—Third Quarter 2019
Out of the current tug of war between U.S. trade policy and global monetary policy, we see two widely divergent, if not binary, possible market outcomes—a recessionary event or a cyclical rebound. Our client portfolios should be resilient in either scenario.