Greetings!
Happy Summer! Happy Pride!

We hope this summer you're doing things that bring you joy and getting out into the sunshine! In the Midwest, we had a long winter and so we will be soaking up as much time in the sun as possible.
 
The market is having a tough time right now. Although we couldn't predict this and we can't predict the future, we do expect market fluctuations. At times very large ones. We're holding steady and sticking to our strategy, which includes rebalancing when appropriate to actually take advantage of downturns. Staying invested, and perhaps even adding money, through market fluctuations (both up and down) is how you take advantage of these fluctuations in the long-run. 
 
Please, reach out to your advisor if you want to review your individual situation. No question or concern is unreasonable and it is perfectly understandable to want to touch base right now.


Wishing you all the best,

Jina, Stuart, Annalisa & Anya
Our offices (& the markets) are closed:
Monday, June 20th
Monday, July 4th
Monday, September 5th
Tips for using the scheduling link:
  • Select your meeting type & advisor(s) & suggest two meeting times. Then, complete the booking form and follow the instructions to submit your booking request. Once confirmed, you'll get an email confirmation of your appointment time and booking details, including a Zoom link
  • We intentionally make our meeting link calendar times more limited than our actual availability to accommodate short-notice needs
  • Do your best to plan ahead and schedule your meeting well in advance
  • As always, reach out to Annalisa or Anya if you need help finding a time

We work as team and will happily step in for one another!
We'll do all we can to get your questions answered and needs met in a timely way.
For VERY urgent trading requests:

(and you've exhausted every other possible option to try to reach us)
((this is a very low probability scenario))
(((but...just in case)))

Did you know you can call Vanderbilt?

Vanderbilt is available to help you!
You can reach them by calling VFG at
(631) 845-5100 and asking for the trade desk.
Take a personalized Impact Assessment to learn how your portfolio impacts the causes you care about:
Hang on to your results, and they can be discussed at your next portfolio review!
Know someone that could benefit from our services?

Forward them this newsletter and download our brochure below!
Book a complementary intro meeting with us HERE.
Cyber Security Threats are on the Rise
Protect yourself and your personal data in a few easy steps:
  • Use a password manager (we like LastPass, which will generate new passwords and securely store them in one place, but there are many to choose from). Be sure to change your passwords on a regular basis using a password generator. Authenticator Apps such as Microsoft Authenticator are a useful way to keep temporary passwords for your main accounts on your phone so you can login anywhere.

  • Don't reuse passwords!

  • Cyberattacks often target vulnerabilities in older applications. If you receive an alert about an urgent security update, install it immediately.

  • Regularly restarting your devices will also help keep you protected from software vulnerabilities.

  • Phishing attacks are on the rise. Carefully review any messages you receive, double-check the sender's email address, and don't blindly accept Multi-Factor Authentication requests.

  • Speaking of Multi-Factor Authentication, use it! This additional layer of security ensures that you are the only person accessing your accounts. You can add Multi-Factor Authentication to nearly every personal account through security settings.

  • Never open a link unless you're absolutely sure of the sender!

  • Never send personal or sensitive information in an email, as an email attachment, or via text message. If you need to send something with private information, reach out to us for tips for more secure delivery.