Check out SEI’s latest Monthly Tech Tips release below: Privacy and security are more than a compliance issue; businesses now view them as mission-critical priorities. That’s one of the big takeaways from a recent Cisco study that found enhanced importance of privacy protections during the pandemic, as well as benefits for businesses that adopt strong data-security measures. Upheaval At a time of disruption and uncertainty due to the pandemic, people have been suddenly expected, and at times required, to share their personal information to help curtail the spread of COVID-19. At the… Read More

By Jared Jones CFP®, CIMA®, CeFT® Over the last 12-months some new trends in the investment world have started to emerge.  That’s to be expected when you go through a paradigm shifting event like COVID.  We can look back over past market crisis and see plenty of new trends emerge – most recently, the rise of index and ETF investing which came out of 2008/2009. The lexicon of investing has added some new terms over the past few months.  If you haven’t been keeping up I’ll review a few here,… Read More

Recovery Rolls On As COVID-19 Cases Climb. COVID-19 infections peaked among U.S. residents in late July and continued to fall through mid-September, before rising once again by quarter’s end. SEI senses that the next few months of what has already been an eventful year could prove critical to the future course of the global economy and financial markets. Kevin Barr, Head of SEI’s Investment Management Unit, provides an overview of the global financial markets and SEI’s perspective on them for the quarter. Watch the video here.

From our friends over at CNR: We’ve got some good news, and the aspect that the economy is growing at a pace much faster than many had anticipated just a few months ago. In fact, the Federal Reserve Bank upgraded their view on the economy, the labor markets, and inflation. Paul Single, Managing Director and Senior Portfolio Manager, goes into further depth in our Economic Perspectives video commentary. Click the link below to view. https://go.cnr.com/e/82322/insights-html-video-m831khj4y7/5p3gtq/618402543?h=kEb6XqbzeEUyXAzFpe38jH71GGbx9-BLenVHpieA26g

From our friends over at CNR: The November 3 general election is less than two months away. Although the COVID-19 pandemic is still a major part of the fiscal policy debate in this election cycle, one of the main issues on the ballot this year will be the Tax Cuts and Jobs Act (TCJA), which significantly raised the threshold for the imposition of income and transfer taxes for many individuals, estates and pass-through entities. Many provisions of the TCJA are scheduled to sunset (expire) at the end of 2025 for… Read More

Check out SEI’s latest Monthly Tech Tips release below: As millions of employees work from home because of the COVID-19 pandemic, Internet of Things (IoT) security has become more critical than ever as cybercriminals look to exploit the situation. Follow these IoT security tips to reduce your risk: 1. Turn on security features – and use them. Most IoT devices have security features disabled by default when you buy them. This, along with default credentials that never get changed, creates easy opportunities for cybercriminals. 2. Keep certain IoT devices connected on separate… Read More

Check out SEI’s latest Monthly Tech Tips release below: Identity theft, like virtually all forms of cybercrime, has seen a resurgence during the COVID-19 crisis. And while everybody knows about the harm ID theft can cause, many computer users fail to address the basics. Here are some things to be aware of: Identity theft is the fastest growing crime in America. On average, each victim spends 100 to 200 hours over a six-month period trying to resolve an identity fraud issue. While the common conception is that identity thieves are online scammers,… Read More

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.