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  

Lisa was recently interviewed for an article published to MarketWatch. Click here to read the article in full.

Our partner, the Financial Transitionist Institute, recently shared this interesting graphic on how we might progress as a group through this pandemic experience. We’re wondering where you feel you are? As Certified Financial Transitionists™ we are prepared to help take you through our Financial Triage process or just be an empathetic ear. We know that although the financial markets may have improved, we are still clearly in the middle of this experience with more unknowns to come. We welcome your thoughts on where you are and how we can best… Read More

Watch SEI’s latest quarter-in-review with Kevin Barr, where he discusses why investors should stay diversified and avoid short-term trading. Watch the full video here.