At Adviser Investments, we believe that safety is a critical element of good financial health. That’s why we decided to motivate some spring cleaning with a complimentary “shred” event to help clients safely dispose of unneeded paperwork that could contain personal information.
Outdated records and documents can put you at The probability that an investment will decline in value in the short term, along with the magnitude of that decline. Stocks are often considered riskier than bonds because they have a higher probability of losing money, and they tend to lose more than bonds when they do decline. for fraudsters taking advantage of compromising data. This June 8, 2019 event provided our valued clients with a secure environment to dispose of old documents—while enjoying smoothies and pastries together on this beautiful spring afternoon.
We look forward to hosting future shred events in the Boston area. In the meantime, here is an exclusive, complimentary guide we offer clients to help determine what documents to keep and how long they need to retain specific files.
For more information about cybersecurity and document safety, please reach out to your adviser or reference our Investor Protection Checklist.