Financial Planning

by Omer Abramovich, CFP®, MBA

I am often asked, “What is it that you do for a living?” When I answer with “I am a financial planner,” the response is almost always “Oh, so you manage people’s money.”

by Omer Abramovich, MBA

By Seth Meisler, CFA, CPA/PFS, CFP®

by Seth Meisler

As a follow-up to National Cybersecurity Awareness Month, we are proud to announce the publication of our first white paper — Cybersecurity: Protection and Prevention in the Digital World. This white paper delves into issues such as what dangers currently exist, how to protect yourself, and what to do if your information has been compromised. We are really proud of our team for putting this together. 

Here is the link to the PDF version: Cybersecurity Academy Infographic

By Seth Meisler, CFA CPA/PFS

NOTE: This article was originally authored in late August, 2013.