October 2023 Blog – Cybersecurity • Market Insights and Lessons

Monthly AIRE Perspectives – October 2023


Dear Friends and Valued Clients,

Please see below for The MAP – Monthly AIRE Perspectives for this month.


YOU ARE INVITED to An Exclusive AIRE Advisors Cybersecurity Webcast Event: Personal Security Insights – Proven Strategies for Safeguarding Wealth & Family

On November 2nd at 1pm PT, we are pleased to invite you to a special webcast presentation on cybersecurity with Gary Rossi, Head of Personal Security Insights Program at Fidelity Investments. Gary brings over 35 years of experience as a private sector and law enforcement security professional, having spent over 14 years as a Special Agent with the FBI. Gary functioned as the Chief of the FBI’s Undercover & Sensitive Operations group and has extensive experience in financial and cyber fraud matters. His last 20 years have been spent in Fidelity’s Global Security Group and he now leads their Personal Securities Insights Program which focuses exclusively on educating clients on security threats and what can be done about them.

Topics of discussion include:

  • Make Yourself a Difficult Target for Cybercriminals

  • Your Digital Footprint – Understand and Protect It

  • Protect Loved Ones from Elder Scams

  • Keep Your Home Secure – People, Possessions, and Information

  • Properly Vet People with Access

  • Travel Safely

  • …And Much More!

THIS IS A MUST-SEE EVENT FOR ANYONE AGES 15 AND OVER, AND YOU WILL LEAVE WITH POWERFUL AND ACTIONABLE ITEMS THAT YOU CAN IMMEDIATELY INCORPORATE. Please note: due to compliance reasons, the webcast will not be recorded! This event is open only to the first 500 attendees, so please be sure to sign up as soon as possible. Priority will be given to clients first, but please feel free to forward this invitation to friends and family. DO NOT MISS THIS SPECIAL EVENT!

Registration is required: CLICK HERE TO REGISTER.


More Market Insights and Lessons

First, we would like to share with you an excellent article from Dimensional Fund Advisors: Dimensional Quick Takes, which is a series of one-page market insights, which reiterate many of the lessons we often bring to our clients on topics like market timing, market volatility, diversification and more. Please click on the attachment for the entire article.

Second, given how often we discuss the dangers and pitfalls of trying to time markets, we would like to share a very interesting and brief article: The (In)Accuracy of Market Forecasts. Please be sure to read both of these insightful pieces.


Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.


The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.

In addition, AIRE Advisors, LLC may provide links hyperlinks for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Our firm is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Previous
Previous

Cybersecurity • Education Corner

Next
Next

Cybersecurity • Investor Behavior