facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck



The Lifeguard Wealth Blog

Publications, Insights & News




%POST_TITLE% Thumbnail

5 Action Steps After the Equifax Breach

There is a lot of information buzzing around in the wake of the cybersecurity breach of credit reporting agency Equifax, which put virtually all Americans’ personal and financial information at risk of theft. We want you to know what the consensus is in the financial services industry about the seriousness of this breach

Read More
%POST_TITLE% Thumbnail

Simple Steps You Can Take To Protect You and Your Family From Identity Theft

I recently had the chance to hear Frank Abagnale speak and share his story at the 2015 BAM ALLIANCE National Conference. Even if you don’t recall his name, you’ll probably recognize Frank’s story. It was chronicled in Steven Spielberg’s 2002 film “Catch Me If You Can,” starring Leonardo DiCaprio as Abagnale and Tom Hanks as the FBI agent hot on his heels.

Read More