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Cybersecurity

Financial planning

Don’t Let Imposters Part You From Your Money

February 4, 2025 John Convery

Scammers are getting smarter. Protect yourself from the schemes that trick millions into losing billions every year.

Financial planning

Nine Ways to Safeguard Yourself Against Cybercrime and Financial Fraud

Article February 29, 2024 Jon Gannon, CFP®

Cybercrime is a $10.5 trillion industry. Learn essential strategies to protect yourself from financial fraud and get the nine steps to safeguard your assets and privacy.

Investing

Keeping You Safe From Fraudsters

Article November 22, 2021 John Convery

Last month, we wrote about steps you can take to protect yourself from identity theft. This month, we share how we keep your information secure and what to do if […]

Financial planning

How to Protect Yourself from Identity Theft

Article October 29, 2021 John Convery

Cybersecurity is a growing concern, with fraudsters becoming more creative and successful each day. Thankfully, there are several things you can do to protect your identity and limit potential for […]

Financial planning

How to Prevent Tax Identity Fraud

Article February 25, 2020 Jon Gannon, CFP®

As we enter tax season, what can you do to protect yourself from fraud? We sat down with Greg Railsback, CPA, to learn more.

Financial planning

Eight Tips to Outsmart Hackers

Article December 14, 2018 John Convery

Phishing has been around for more than 20 years now, and it’s not about to go anywhere soon. Human error remains the number one cause of security breaches—but there are […]

Financial planning

How We Protect Client Assets

Article November 20, 2017 John Convery

Since the unfortunate Equifax breach in September, we’ve received many inquiries about how Vista protects client assets. In this post, we explain how Charles Schwab and Vista keep your money […]

Financial planning

Equifax: Protecting Your Identity

Article September 11, 2017 Vista Capital Partners

You have likely been made aware of the unfortunate news hackers have accessed the personal data of over 100 million people through Equifax, one of the world’s largest credit reporting […]

Financial planning

How to Minimize the Risk of Identity Theft

Article November 23, 2016 Vista Capital Partners

Identity theft remains among the top scams consumers report to the Federal Trade Commission. Here are six options to enhance the security of your personal information.


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