All Posts By

Eric Sontag, CFA®

cybersecurity

Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis

By and Blog
While following cybersecurity best practices is always important, there are often events that bring the importance of these measures back to the forefront, and the ongoing Russia-Ukraine conflict is no exception. In addition to committing devastating physical acts of war in neighboring geographies, the Russian government has also proven itself capable of malicious cyberactivity, which could potentially extend far beyond any nation’s borders. From attacks on energy to interruptions in supply chain and even breaches in financial data, the scope of cyber threats continues to expand, so it’s more crucial than ever to remain vigilant and take preventative steps to…
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rebalancing

An Introduction to Rebalancing

By and Blog
In the world of investing, rebalancing refers to the process of adjusting assets in one’s portfolio in order to maintain a certain level of risk and the desired asset allocation. Rebalancing seeks to keep investors on track to reach their overall investment goals. Portfolio rebalancing has endured the test of time as a key component of any investor’s long-term investment plan. However, it is generally accepted at face-value and many investors are unsure of the underlying logic behind rebalancing. Is the goal to increase returns, reduce risk, or perhaps some combination of the two? When is it appropriate to rebalance?…
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cybersecurity

Identity Theft Prevention & Cybersecurity Best Practices

By and Blog
Years ago, careful watch over your wallet and important documents was sufficient protection against identity theft and fraud. Unfortunately, those days are long gone, as such theft is growing exponentially, and cybersecurity breaches impact millions of people each year. Each individual must take action in order to keep his or her information safe. It is a mistake to assume that the safeguards your financial institutions (banks, credit cards, financial advisor, etc.) have in place are all that is needed to protect you. Below we highlight some cyber security best practices: Password Management Use a password manager to store details and…
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