Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Strategic Wealth Partners recently hosted a panel discussion on how you can protect yourself from cybercrime. The panel, moderated by Tom Buhrmann, Wealth Advisor, featured Adam Moseley, Managing Director at Charles Schwab Advisory Services and Lindsay Pflug, Manager of Training & Process Development. The panel fielded questions from the audience and shared tips and tricks on how to protect yourself online.
While a myriad of topics were covered, a primary point of discussion was email phishing attempts. “If you think an email is suspicious and you don’t recognize the sender, it is best to delete it and not click on any links,” Moseley said. Pflug added, “Even if the email is from a sender you recognize, such as your bank, you should never click on a link in it to login to your account. Instead, search using your browser and go to the institution’s main website and enter your credentials there”.
With October being National Cybersecurity Awareness Month (NCSAM), we’d like to remind you that your privacy is important to us! You can read about how we protect your information here. Additionally, you can read about some of the ways you can protect yourself here.
We will be hosting a similar event again on cybercrime and awareness on October 24 from 5:00 – 6:30 p.m. near our Milwaukee office. Please contact us if you are interested in attending.
