Tag Archives | financial fraud
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‘Tis The Season … For Financial Scams

‘Tis the season for turkey, tinsel and toys. Unfortunately, all too often it’s the season for scams, as well. Last week’s headlines told the story of an 82-year old Tampa woman who apparently fell for a “grandparent scam” and lost over $700,000. This is one of the top 10 financial scams targeting seniors, according to […]

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What’s A Trusted Contact, And Why Do I Need One?

Several of our clients are receiving reminders from Charles Schwab & Co. to name a Trusted Contact for their accounts. Here’s some information to help you understand what a Trusted Contact is, and why you should consider naming one. What’s a Trusted Contact? A “Trusted Contact” is a person that you authorize your brokerage firm […]

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How To Spot A Scam, From One Of America’s Greatest (Former) Con Men

Frank Abagnale is arguably America’s most famous con man. He was a professional imposter whose life inspired the character played by Leonardo DiCaprio in the  film “Catch Me If You Can.” After getting caught and serving time, Abagnale became one of the FBI’s good guys, using his inside knowledge of how scammers work to protect Americans from […]

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