Tag Archives | financial fraud
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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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