[VIDEO] Is Your Retirement Vehicle Adaptiv?

Dear Friend: A little over 2 weeks ago, we had a great time enjoying good food and company while talking markets with over 100 clients and guests.We appreciated all those who could make it (even with the snow!) and for the tremendous feedback. For many, their schedule doesn't always allow them to attend these free education [...]

By | 2018-05-04T20:31:13+00:00 May 4th, 2018|Blog, Equities, Financial, International, Security, Stocks|0 Comments

U.S. Securities And Exchange Commission Warns Of Government Impersonators

Dear Friend: The U.S. Securities And Exchange Commission (SEC) has issued an Investor Alert regarding fraudsters who are impersonating SEC employees and contacting investors to purchase stock, confirm trades, send money, or reveal sensitive information.  This alert informs investors that the SEC does not contact investors to confirm trades, set up accounts, or record trade details, and reminds investors not [...]

By | 2018-04-05T14:39:48+00:00 April 4th, 2018|Blog, Equities, Financial, Governments, Security, Stocks|0 Comments

Equifax Data Breach: Helpful Resources From The Federal Trade Commission

Dear Friend, This is a quick post to followup the Equifax data breach which affected 143,000,000 Americans. I wanted to make you aware of two very helpful resources you should bookmark on your web browser. They are both from the Federal Trade Commission. The Federal Trade Commission does a very nice job with quality content and [...]

By | 2017-10-27T19:16:13+00:00 October 27th, 2017|Blog, Credit, Financial, Security|0 Comments

Protect Your Identity from CyberFraud and Identity Theft

In this video, Paul Zarling, Managing Partner at Client First Tax and Wealth Advisors, presents "Protect Yourself from CyberFraud." This information is helpful for understanding identity theft, how to deter it, how to defend against, and 3 Steps to do QUICKLY when it happens. This is a video recording from material given LIVE in mid-February and part [...]

By | 2017-10-27T19:18:10+00:00 February 25th, 2017|Blog, Credit, Security, Uncategorized|0 Comments