Click the link below to fill out our interactive checklist!

Be cautious – phishing attacks are becoming more sophisticated.

Greetings everyone and happy spring – soon, hopefully?  If you’re in the Midwest I think we’ve had more snow storms in March than the rest of winter combined.  And, this past few days we saw a bit of a different storm in the economy and the markets so we wanted to bring you our thoughts and try and provide some perspective on what we’ve been seeing.  I think each of us have sat through a few hours of conference calls and webinars and read through dozens of pages of commentary the last few days.

With tax season upon us, please remember that email is not a secure way to communicate any sensitive information with any of your financial professionals. Sensitive information includes but is not limited to account numbers, government issued identification cards, or social security numbers. Before sending any sensitive information contact your professional to find out the most secure way to share this information.

If you have any personal or confidential information to share with us, the most secure way is to use your vault in Black Diamond.

If you are in doubt, send it securely.

Consider these five tips to avoid unnecessary headaches this 2023 tax season.