June 17, 2019
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Outdated records and documents can put you at riskThe probability that an investment will decline in value in the short term, along with the magnitude of that decline.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.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC