Our weekly updates on the markets and economy released most Wednesdays. Important disclosures: https://www.bosinvest.com/disclosures/

This episode provides an overview of the various medical and financial decisions faced by young adults and strategies to set them up for success.

Our weekly updates on the markets and economy released most Wednesdays. Important disclosures: https://www.bosinvest.com/disclosures/

Our weekly updates on the markets and economy released most Wednesdays. Important disclosures: https://www.bosinvest.com/disclosures/

Like many first-time parents who are over 30, my husband and I thought we had considered everything when we decided to bring a child into our family. And like most first-time parents, we underestimated all that was involved in starting a family, particularly as members of the LGBTQ+ community.

Our weekly updates on the markets and economy released most Wednesdays. Important disclosures: https://www.bosinvest.com/disclosures/

• German and French stock markets defined as the US dollar value of the MSCI Germany IMI index and the MSCI France IMI Index
• Data from ‘Is this the Most Volatile Year Ever?’, Ben Carlson, June 12, 2020
  
  

Our weekly updates on the markets and economy released most Wednesdays. Important disclosures: https://www.bosinvest.com/disclosures/

A technically well-drafted estate plan can only implement your wishes so far. Without someone watching over and coordinating a myriad of financial issues, many estate plans may be inefficient and difficult to implement. Financial advisors can help clients preserve their family wealth by working together to create strategies for transitioning the management and ownership of family businesses and communicating philanthropic goals and family values to future generations.

The following are some of the ways a financial advisor can help make your family legacy planning goals a reality.

Our weekly updates on the markets and economy released most Wednesdays. Important disclosures: https://www.bosinvest.com/disclosures/

While some of the fraud attempts are uniquely of the COVID-19 making, such as scammers using stolen personal information to claim fiscal stimulus checks and unemployment benefits on behalf of unsuspecting Americans, many of the scams are variations of the most common types of fraud that are already out there, just with a coronavirus twist. Scammers aren’t necessarily following a new playbook, but they are exploiting the fact that fear and uncertainty make for a larger pool of vulnerable victims.

https://www.bosinvest.com/blog/spring-2020/protecting-yourself-from-financial-fraud-in-the-time-of-covid-19/

Paul Witt, “COVID-19 scam reports, by the numbers,” Federal Trade Commission, April 15, 2020, https://www.consumer.ftc.gov/blog/2020/04/covid-19-scam-reports-numbers

Danny Palmer, “Ransomware is now the biggest online menace you need to worry about – here’s why,” ZDNet, April 22, 2020, https://www.zdnet.com/article/ransomware-is-now-the-biggest-online-menace-you-need-to-worry-about/

Additional Sources of Information:

Federal Trade Commission: Consumer information and best practices to stay safe online. https://www.consumer.ftc.gov/topics/online-security

Federal Trade Commission: Scam alerts and information on current scams and fraud reports. https://www.consumer.ftc.gov/features/scam-alerts

World Health Organization (WHO): Cybersecurity and how to prevent phishing. https://www.who.int/about/communications/cyber-security

Cybersecurity and Infrastructure Security Agency (CISA): Defending against COVID-19 cyber scams. https://www.us-cert.gov/ncas/current-activity/2020/03/06/defending-against-covid-19-cyber-scams