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Is Your Money Safe? Fundamentals of Investing

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Manage episode 427437981 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways

Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the biggest priorities for Left Brain in the age of technology and artificial intelligence.

Every day, the threat is becoming more sophisticated and more than a few clients of ours have been targeted over the past few years. Having your financial life compromised can cost you hundreds of thousands of dollars, so you can't afford not to take precautions in this area!

In the latest Fundamentals of Investing series, we give you an accounting of the most common scams we have seen in our interactions with clients and through our extensive research on the subject. CEO Noland Langford gives some simple tips and techniques for securing your money and also, your data, which is gold in the digital age. There are a few small changes you can make to your routine that can pay huge dividends in the long run, ensuring that you don't fall prey to any of the latest scams.

Finally, Noland and Director of Research, Brian Dress, discuss some of the concrete steps we are making as a firm at Left Brain designed to help protect your money and your data and keep you safe in world full of "bad guys" trying to separate you from your wealth.

Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and protect your money and data at https://m.levitate.ai/67de35-5y0b8m?landing=true

To check out our website, head over to https://leftbrainwm.com/

Email Brian at briand@leftbrainwm.com to discuss whether you have a sufficient plan for safeguarding your wealth, both from the "bad guys" and from gyrations in the market.

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 427437981 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

0:00 Intro 1:54 Topic 1: Common Scams 5:38 Topic 2: Ways to Secure Your Money (and Data) 10:32 Topic 3: Ways Left Brain is Protecting You 15:57 Key Takeaways

Have you or anyone you know been caught up in financial online scams? It's much more common than you may think! Securing money, data, and our clients' digital footprints has become one of the biggest priorities for Left Brain in the age of technology and artificial intelligence.

Every day, the threat is becoming more sophisticated and more than a few clients of ours have been targeted over the past few years. Having your financial life compromised can cost you hundreds of thousands of dollars, so you can't afford not to take precautions in this area!

In the latest Fundamentals of Investing series, we give you an accounting of the most common scams we have seen in our interactions with clients and through our extensive research on the subject. CEO Noland Langford gives some simple tips and techniques for securing your money and also, your data, which is gold in the digital age. There are a few small changes you can make to your routine that can pay huge dividends in the long run, ensuring that you don't fall prey to any of the latest scams.

Finally, Noland and Director of Research, Brian Dress, discuss some of the concrete steps we are making as a firm at Left Brain designed to help protect your money and your data and keep you safe in world full of "bad guys" trying to separate you from your wealth.

Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and protect your money and data at https://m.levitate.ai/67de35-5y0b8m?landing=true

To check out our website, head over to https://leftbrainwm.com/

Email Brian at briand@leftbrainwm.com to discuss whether you have a sufficient plan for safeguarding your wealth, both from the "bad guys" and from gyrations in the market.

DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

  continue reading

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