Technologies to support our clients

Our clients are important to us! We’ve created a tip sheet to help make understanding and accessing the various technologies we employ to provide online access to your investment accounts, connect you with our office, give up real time information on your allocations and enable you to quickly and readily access estate planning documents and…

Phishing for your money

As published in the Racine Journal Times | April 3, 2013 A couple weeks ago I opened an email with the message “Hi Morgan” which I knew was odd since I’m not typically addressed by my last name. The message went on to request “cash balances” as the person “needs to make a request in…