Financial Planning Briefs

09.28.2021

Data Security Protocols

Data Security Protocols

Data breaches that compromise individual and corporate data are an unfortunate reality of today’s interconnected digital world. Cybercriminals are actively seeking to exploit vulnerabilities, and large-scale thefts of consumer information have repeatedly demonstrated the importance of data security. Natural disasters, power outages and other non-criminal activity can also put client data and systems stability at risk. Appleton Partners has taken many steps in consultation with outside experts to protect our clients’ personal information, some of which are outlined below.

How can we help you?  Please contact:
Jim O’Neil, Managing Director, 617-338-0700 x775
[email protected]
www.www.appletonpartners.com

This commentary reflects the opinions of Appleton Partners based on information that we believe to be reliable. It is intended for informational purposes only, and not to suggest any specific performance or results, nor should it be considered investment, financial, tax or other professional advice. It is not an offer or solicitation. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. While the Adviser believes the outside data sources cited to be credible, it has not independently verified the correctness of any of their inputs or calculations and, therefore, does not warranty the accuracy of any third-party sources or information.  Specific securities identified and described may or may not be held in portfolios managed by the Adviser and do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed are, were or will be profitable. Any securities identified were selected for illustrative purposes only, as a vehicle for demonstrating investment analysis and decision making. Investment process, strategies, philosophies, allocations, performance composition, target characteristics and other parameters are current as of the date indicated and are subject to change without prior notice. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill acumen or experience. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.
"Are you or a family member the operator or manager of a Limited Liability Corporation (“LLC”), or a general partner of a Limited Partnership (“LP”)? Have you ever created an LLC to hold real estate or other investment assets? If so, new, more stringent reporting requirements brought on by the Corporate Transparency Act warrant attention..."
"As we begin a new year, a few changes to 2023 retirement account contribution limits are noteworthy. An overview of these changes follows, although consultation with your Portfolio Manager or a tax professional is recommended before considering what options are right for you."
"Appleton has always believed that achieving a client’s unique investment objectives demands active collaboration and a willingness to customize portfolios."