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Current Updates



Cybersecurity Insights: Protecting

Your Child’s Identity

 Jared Hoffman, Relationship Director, 7/25/2018

Jared Hoffman shares surprising information about how

cybercriminals have made youths their No. 1

target for identity theft.

This commentary originally appeared

July 25 on




Know Your Risk Inclinations

and Investor Personality

Larry Swedroe, Director of Research, 7/27/2018

Larry Swedroe unpacks a CFA Institute Research

Foundation brief on risk profiling and tolerance that looks

at four investor personalities, and the potentially

problematic behavioral tendencies likely

to come with each.

This commentary originally appeared July 12 on





Important To-Do’s Before Sending

Your Child Off to College

Ken Rosenbaum, Wealth Advisor, 8/2/2018

Wealth Advisor Ken Rosenbaum looks at some essential

financial tasks and other important to-do’s you may have

overlooked as the first day of a new

academic year approaches.

This commentary originally appeared

August 2 on