As part of our efforts to keep our clients safe, we will alert you when cybersecurity risk is particularly high or when specific fraud threats have emerged that you’ll want to be aware of. With the coronavirus outbreak, there has been a substantial increase in cyberfraud attacks. According to our cybersecurity consultant, the number is possibly the largest ever seen around a single theme. Fraudsters are upping their game and playing on our fears and our desire to help.
Remember, the no. 1 defense against them is people, not technology. Once you’re aware of these attempts and know how to spot them, you’ll be in the best position to prevent them.
Here are some of the new attempts our IT and cybersecurity consultants have identified lately:
How to protect yourself:
This is a good time to remind yourself of all the usual ways to protect yourself against common attacks, especially around your finances:
This is what we do to protect your financial information:
Please reach out to your Litman Gregory Advisor if you have any questions about these updated cybersecurity threats or the steps that we’re taking to protect your information.
Gretchen Hollstein and Monica Muñoz Named to 2021 Top Wealth Advisor Moms List
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Commentary from Our CIO—Third Quarter 2021
Chief Investment Officer Jeremy DeGroot reviews key elements of the global macro environment and how they impact our financial market outlook: COVID-19, U.S. economic policy, growth, and inflation. He also covers our reasons for near-term caution on U.S. stocks, and an in-depth review of emerging market equities, in light of recent market headlines and regulatory developments in China.
Introducing Litman Gregory’s Updated Logo
For many years, our team has referred to the services we offer to our clients as "wealth management". To us, this communicates that we provide both investment management and financial planning in an integrated way to support their broader wealth planning goals. As of today, we have officially updated our name and logo.