Cybersecurity and Data Protection

Cybersecurity and Data Protection

Cybersecurity and Data Protection By Bob Veres Not long ago, I reported something astonishing: A number of larger financial services firms and software companies were working hard on cybersecurity measures—and at the same time, they were resigned to the fact that...
A new tech support scam

A new tech support scam

Stay vigilant Fraudsters have found a new way to infiltrate firms, compromise security, and scam businesses and individuals out of money—through fake tech support claims. How it works A scammer will contact a business via phone, email, pop-up message, or other methods...
What survival techniques teach us about investing

What survival techniques teach us about investing

Achieving financial success requires a well-marked path Survival is the only road to riches. You should try to maximize return only if losses would not threaten your survival and if you have a compelling future need for the extra gains you might earn. -Peter...
Celebrities – Estate Planning Mistakes We All Make

Celebrities – Estate Planning Mistakes We All Make

Celebrities, they’re just like us Aretha Franklin’s common estate planning mistake A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...

More good than bad: Long-term planning and investing

More good than bad Long-term planning and investing James Taylor CFP®, Wealth Counselor I was driving in the car the other day with my six-year-old daughter Josalyn when she said to me, “Daddy, are there more good people in the world than bad?” I said, “Yes, of...