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We hope you and your family had a restful Thanksgiving and are excited for the upcoming holiday celebrations! Below, we've included links to our latest blogs, offering valuable insights on managing long-term investments during leadership transitions, as well as updates on gold and mining.

We hope you and your family are looking forward to the upcoming holiday season! Below, you'll find links to our latest blogs that provide valuable insights and important cybersecurity tips. The team also had a busy month, including attending Fidelity's Inside Track and ComplyConnect 2024. 

October is Cybersecurity Awareness Month.  It is important to be aware of some of the most common scams so that you are less likely to become a victim of one.  Scammers have gotten extremely creative, and they do not discriminate.  Read the article below to learn more about how to protect yourself and your loved ones.

The exact same security tips get repeated all the time. Of COURSE you want strong passwords and two factor authentication, but what are some easy steps you can take (less than 5 min!) that can drastically improve your online security?

Current market conditions are challenging the popular belief that art always goes up. 

HBO’s Succession depicts a wealthy family fighting for control over their international media conglomerate, Waystar Royco. But what do the finances look like for characters in the family like Cousin Greg, Kendall and Logan Roy?

With an increase in scam and fraudulent attempts over the recent years, we are recommending putting a preventative freeze on your credit. This will help prevent unauthorized access to your credit and deter potential fraudsters. Please read the article below to learn more about how to freeze and unfreeze your credit.