Investing Blog Roundup: Protecting Against Scammers

As fraudsters continue to become more and more clever, and the technology available to them becomes more and more powerful, I am convinced that anti-fraud and information security measures should be considered a core area of financial planning — right up there with budgeting, insurance planning, etc.

A few readers have written in recently to mention Fidelity’s Money Transfer Lockdown option. I think anybody with a Fidelity account should at least consider it. And I think it’s a non-trivial distinguishing feature in the Fidelity/Schwab/Vanguard competition. I’d love to see a similar offering from Vanguard, Schwab, and other brokerage firms.

Other Recommended Reading

• Protecting Your Parents from Scammers from Meg Bartelt
• Scammers Stole Their Savings, and Then the Tax Bill Arrived from Tara Siegel Bernard (NYT)
• Asking the Editor Jonathan Clements, interviewed by Adam Grossman (who will be taking over day-to-day operations of the Humble Dollar)
• Why International Stocks Are Suddenly Outperforming from Allan Roth
• The Top 10 Stocks in the S&P 500 from Ben Carlson
• Treasury Chooses Not to Enforce BOI Reporting Requirements from Anna Sulkin Stern
• The Stock Market Doesn’t Care What You Say from Ben Carlson

Thanks for reading!