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https://preservewm.com
We've been keeping up with the latest headlines...
here are two of our favorites worth sharing.
** Your Money
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In recent years, regulators have stressed the importance for financial firms to obtain a ‘trusted contact’ for each of their clients. A 'trusted contact' is someone whom the firm would be authorized to contact if they had a concern about the activity in a client’s account (e.g., concerns about diminished mental capacity, elder financial abuse, etc.) and were unable to get in touch with (or cannot discuss with) the client themselves. It is a potentially important tool in protecting seniors and other potentially vulnerable individuals from abuse and financial fraud.
Regulators have only asked that financial professionals request that information from clients. We believe a better practice would be to receive that information. So, put your thinking cap on as we will be contacting clients this quarter to update our records with that information.
Regulators Want Investors to Give Advisors a ‘Trusted Contact’ (https://www.barrons.com/advisor/articles/trusted-contact-financial-advisor-51633009731)
by Cheryl Winokur Munk
** Your Life
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Home swapping is not a new concept, but it has grown in popularity since the pandemic. Generally, you pay an annual fee (from $60 - $150) to the home-exchange network of your choosing. Then no rental payment since payment is the use of your home usually during the same time period. Here is a list of 10 of the best home-swapping websites.
10 Best Home Swapping Websites for the Travel Savvy (https://biaggi.com/blogs/blog/10-best-home-swapping-websites-for-the-travel-savvy)
source: biaggi
https://www.linkedin.com/in/danheth/
https://www.linkedin.com/in/rosalynn-harvey-heth-mpa-ceps-3a3aa3191/
** Complexity Simplified
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It seems like every website I enter asks me to approve their cookies. What are cookies? Are they safe to approve? Ever go into another website and see ads of the items you were browsing while shopping pop up? Creepy? Like Big Brother is not only watching but remembering you and your activities? Well, cookies are inherently harmless. They are files created by websites to save your browsing information making your online experience easier. They remember your sign-in and your preferences. “It’s what companies and websites do with cookies versus what people think they do, in terms of tracking, that has given cookies a bad reputation,” says tech and cybersecurity expert, Chuck Brooks. If you find cookies to be a nuisance or are highly concerned about your privacy, there are steps you can take to limit or eliminate cookies by deleting your browsing history each time (can be a total pain) or added software that can select through cookies. Check it out.
Are cookies safe? Cybersecurity experts break it down (https://www.yahoo.com/lifestyle/are-cookies-safe-yahoo-subscriptions-233008098.html)
by Korin Miller
** Trivia
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A: Led Zeppelin
Q: Who was the first woman to win a Nobel Prize (1903)?
https://www.youtube.com/watch?v=9Z_H11F7WDI
** Back in 1994, this song reached #1
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