About John Deglow 2 posts published

What should you do following the Equifax Hack?

What should you do following the Equifax Hack? In short, you need to act now! You should assume that your personal information was among the data hacked during the recent Equifax data breach. Equifax claims that approximately 143 million Americans were affected. This stolen information includes addresses, Social Security numbers, birth...

Don’t Wait, Communicate (In Writing)

As an advisor, I often meet with clients who are building, or have managed to build, an adequate investment portfolio to meet their retirement and other objectives. Of course, like many people, they regularly monitor their portfolio performance and want to talk about how the ups and downs...