Resources & Insights

Investors face many opportunities and heightened risks in the current financial landscape, characterized by volatility and rapid change. With the rise of new technologies and online platforms, fraudsters have become increasingly savvy, adapting their schemes to exploit the vulnerabilities of unsuspecting individuals.

Be vigilant and look for signs of identity theft. If someone gains access to your Social Security number, they could use it to apply for loans or credit cards, open bank accounts to overdraft, or even file and claim a tax refund fraudulently. It's crucial to protect your personal identifying information, as its misuse can lead to significant harm.

Falling victim to a scam can be stressful and overwhelming, but acting quickly can help limit the damage. This article walks you through the essential steps to take if you've been scammed, from reporting the fraud and securing your accounts to monitoring for further threats and recovering lost funds.

Asset location involves determining which assets should be applied to which account types to maximize the risk-adjusted, final after-tax benefit based on each account's time horizon.