It’s nearly back-to-school season, and many parents are thinking about the lessons their children will learn in the coming year. Unfortunately, financial literacy is not in the curriculum at most schools. In my experience raising two college-aged children and with two stepchildren just entering elementary school, I can say with
As Chief Operating Officer, Janel oversees compliance and data security at Truepoint, while Ryan works with clients to achieve their goals, including protecting their assets. In this Viewpoint, they collaborate to bring awareness to the little known risk of child identity theft. As many of you know, our friend and Truepoint
We recently received the following two emails from a client email address: From: Client Name [mailto:[email protected]] Sent: Friday, April 14, 2012 9:32 AM To: Lisa Reynolds Subject: Update Lisa, I will like you to email me the cash available balance in my account for today. Thanks, From: Client Name [mailto:[email protected]] Sent: Friday, April 14, 2012 9:45
Stories of seniors targeted by deceptive marketing programs and financial scams dominate the news. Because of accumulated wealth, memory decline or isolation (as friends pass away or relocate), older adults are too often the victims of fraud. However, there are ways to protect family members and friends from exploitation, including
On December 16, 2009, the Securities and Exchange Commission (the “SEC”) adopted amendments to Rule 206(4)-2 (the “Custody Rule”) under the Investment Advisers Act of 1940. This represents just one of the many steps taken by the SEC to protect investors in the wake of a number of high-profile fraudulent
Fueled by the explosive growth of online information, identity theft is on the rise. In fact, law enforcement agencies are reporting that this type of criminal activity is becoming increasingly organized and sophisticated. Much of this private information is readily available in the public domain. Other information may be simply stolen
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.