August 2023: Your Money Matters

August 01, 2023
This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring your business against cyber attacks. 
  Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.
  Will PowerPreparing for the eventual distribution of your assets may not sound enticing but a will puts the power in your hands.
  Understanding Equity CompensationNet Unrealized Appreciation and how it affects tax responsibilities.
  Insuring Your Business Against Cyber Liability90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?