We’ve been seeing more and more action from scammers as they try to get us to give away our information, our money, and our security. Over time, they’ve refined their messages to match what is most likely to work. The key to making otherwise rational, smart people fall for scammers is to get us to the zone where we aren’t thinking rationally. Anyone, no matter how well-informed or even-keeled, can get to the point of “fight or flight” where adrenaline and panic prevent us from using our reasoning skills.
[Read Q3 Issue]
It’s been a little over a year since the world got quarter's issue: turned upside down, changing lives as well as the business environment. Fortunately, the pandemic did little to impede our ability to be there for our clients when they need us most. Athena Wealth Strategies already had several virtual tools available to us but during the past year we’ve built out our ability to serve clients from afar, adding a deeper level of service that will last beyond the current crisis. [Read Q2 Issue]
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See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274