Check out SEI’s latest Monthly Tech Tips release below: Many summer vacations were scuttled this year. We hope yours wasn’t one of them. Over the next few months, as consumers scramble to pull together family getaways, here are expert tips to help you stay secure: Beware of bogus ads. Scammers often copy photos of rental properties from existing Craigslist ads and post them as if they were their own, sweetening the deal with low rates. Experts say this is an even bigger problem this year, with so many people hunting for last-minute… Read More

Check out SEI’s latest Monthly Tech Tips release below: You’ve probably read many warnings about the need to pay attention to cybersecurity, especially if you’re new to working at home—but remember, paper documents are as important as PDFs. Here are tips from the pros on securing hardcopy at home: Determine if the information is sensitive. Depending on your industry and your employer’s policies, documents may be assigned security levels, with Sensitive/ Confidential being the obvious examples. If this is the case, there are sure to be policies guiding the handling of such… Read More

Remarkable Rally Cools Off! Stocks spent much of the second quarter embracing the remarkable rebound that began at the end of March. Take a listen as Kevin Barr, Head of SEI’s Investment Management Unit, provides a review of the global financial markets in the second quarter. Watch the full video here.

Check out SEI’s latest Monthly Tech Tips release below: Most of us continue to spend a lot of time at home– and because it’s summer, that means a lot of outside time. Here are some tips from the pros on using that time to tighten up your security picture: Replace those bulbs. Darkness is a burglar’s best friend. Do a walk around your house one night, making note of any broken bulbs or other malfunctions. And don’t stop with the bulbs; if you have the DIY skills, now may be the time… Read More

Check out SEI’s latest Monthly Tech Tips release below: You may never have heard the term “smishing,” but if you’re like most people, you’ve experienced it. Here are some essential facts about this fast-growing security problem: Where the name originates. We all know about phishing, traditionally considered an email phenomenon. Well, smishing is the same thing—but the attack messages come via text messages on your phone. Technically, these messages are known as SMS text, so “SM” plus “phishing” equals “smishing.” Why it’s a growing problem. Keep in mind that your phone… Read More

To gain insight on today’s U.S. and global markets, check out SEI’s latest Video Q&A: Kevin Barr, Head of SEI’s Investment Management Unit and Dave Hintz, Portfolio Manager for SEI’s U.S. Large Cap Funds, discuss the U.S. large-cap market environment. Watch the video here.

SEI continues to focus on striving to protect your data as OWM clients. To see how their cybersecurity controls help in this regard, watch their newest Monthly Security Tips video here. It’s the third of their three-part series on data and cybersecurity at SEI. Other Related SEI Articles to Check Out: Remain skeptical and don’t be scared into action – Scam Watch Keep PC, laptop, tablet and phone surfaces clean – Expert Tips: Protect Yourself By Keeping Devices Clean

As you may have heard, Hertz has filed bankruptcy and is selling off a lot of their inventory.  Some of our friends report that the deals are excellent!  They are offering certified cars with home delivery for test driving, rent to buy options, warranties offered, etc. Their website gives all the details: https://www.hertzcarsales.com/ You can type in your location and it will show what cars are available. You can sort by year, make, model, mileage, color, etc.

The health crisis brought about by the COVID-19 virus has created an important opportunity to make sure that estate planning documents are up to date. Two points related to healthcare and COVID-19 were recently raised by Dean Mioli, Direct of Investment Planning at our partner, SEI: The healthcare proxy should be reviewed for blanket language, such as “I do not want to be intubated under any circumstance.” To go on a ventilator, you may have to be intubated. With so many COVID-19 patients needing ventilators, your client may want to… Read More

Beware of CARES Act Scammers – Here’s some helpful advice from our partners at SEI about how to avoid some of the scams that are popping up. Read their article in full here: https://seic.com/knowledge-center/how-avoid-cares-act-financial-relief-scammers