Resources
We’re here to help.
+ Market Review & Commentary
+ Download the XML App
+ Education
+ Social Media
- Follow us on social media:
+ XML Information & Disclosures
We want you to understand these documents and answer any questions you may have. If you would like to receive a document in a larger font or would like to go through a document with someone verbally, please contact us.
+ Foiling Fraud
Studies have shown that if we know what to look for, we are more likely to recognize the red flags of a scam or fraud. Below are links to reputable resources to help you spot fraud, fraud prevention education, sign up for scam alerts, and reporting assistance. We hope you find some, if not all, of these extremely valuable. Contact us immediately if you experience identity theft, a bank or custodial account login compromise, or one or more of these red flags of a scam. Please feel free to share with a friend or family member.
EMAIL ALERTS
FTC Consumer Alerts – The FTC is a “go-to” source for financial education, consumer alerts and reporting of fraud and victim recovery steps.
AARP Fraud Watch – AARP Members can Sign Up for Alerts
PODCAST:
The Perfect Scam, by AARP – Engaging episodes of fraud victims sharing their stories:
WATCH
Get Rich Quick documentary – Netflix – Money, Explained S1: E1
YouTube – Jim Browning – Tech Support Scams channel. Witness a modern-day hero catching criminals in the act and often foiling their attempts.
KNOWLEDGE
FTC Consumer page – How to avoid a scam, how to recover and report a scam.
Look up a Scam – Better Business Bureau’s scam map.
Be Cyber Smart – CISA’s Education and Resource site for consumers.
Should you ever feel pressured to act or pay promptly, or are told ‘not to tell anyone’. STOP. DISENGAGE. VERIFY INDEPENDENTLY or ask someone you trust.
who we are
Wondering if there might be something more you and your money could do?
There are several different ways to connect with us. Chose whichever you are most comfortable with.
let’s talk