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.
Investment Key Takeaways—Year-End 2020
Very few (if any) market observers would have predicted a strong market outcome in early 2020, with pandemic fears rampant and the global economy falling off a cliff. But global stocks ended the year at all-time highs with a 16% gain. At Litman Gregory, we “stayed the course” during the volatility, and it proved prescient once again. In this post, we summarize key takeaways from our full year-end investment commentary, offering an overview of financial market performance and our outlook for the months ahead.
Commentary from Our CIO—Year-End 2020
In this year-end commentary, CIO Jeremy DeGroot reflects on the recent challenging and turbulent year and lays out our investment outlook for 2021 and beyond. The strong full-year market returns masked the incredible volatility and stress investors faced earlier in the year. While many risks remain, the early stages of vaccine distributions and economic stimulus are providing a light at the end of the tunnel.
Alice Lowenstein Earns CSRIC™, Sustainable, Responsible & Impact Investing Designation
We are pleased to share that Managing Director Alice Lowenstein has obtained the Chartered SRI Counselor designation, the first major financial credential dedicated specifically to sustainable, responsible and impact investing. This designation demonstrates Alice’s knowledge of SRI principles and best practices.