Data security is a continual concern to individuals and businesses alike. It is in the headlines every day. At SWP we take data security very seriously. Below are some of the steps that our firm takes to manage your personal information.
Regular employee training
Ongoing client education, tips and notices to our clients
U.S.-based cloud computing with redundant back-up systems through our IT provider
Internal controls on paperwork – locked and secured
Client call-back verification for any emails, faxes and letters received to change email address, mailing address, phone numbers, and to administer third-party checks and wires
Third-party vendor reviews of privacy policies and internal controls
Awareness of industry threats and trends through Focus Financial Partners network and custodians
Encrypted password vault for all firm passwords
Encrypted email and vault for file sharing
Monitoring of employee access to key systems
Client-approved verification forms for sending data to interested parties
Cyber Security Insurance
While no firm can completely guarantee that information will never be breached, we strive to do everything we can to prevent it through deploying best practices, technology, and training.
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio.
When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash:
Should I stay or should I go now?
If I go, there will be trouble
And if I stay it will be double
So come on and let me know
Should I stay or should I go?*
I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.) Nonetheless, I do think it provides an appropriate framework for examining today’s investment world.
So, let’s take a look at the cases for “going” and for “staying.”
In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives. In this piece, you will find a compilation of these lessons.
