These days, our personal information is everywhere—from online shopping and social media to government databases and healthcare records. With so much sensitive data living across various online platforms, what does this mean for your identity and the risk of identity theft following a data breach? Due to recent major breaches, like the National Public Data … Read more
The devastation wrought by Hurricane Helene in September 2024 across a 500-mile swath of the U.S. Southeast highlighted the growing vulnerability of inland areas to flooding from both tropical storms and severe convective storms, according to the latest Triple-I “State of the Risk” Issues Brief. These events also highlight the scale of the flood-protection gap … Read more
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look at my finances. To my surprise, I uncovered a huge gap between my perceived risk tolerance and the reality of my portfolio. Since leaving work in 2012, I’ve generally seen myself as a … Read more
Every day we see headlines about generative AI. For the insurance industry, this technology offers acceleration in many areas in which AI-led transformation is already underway. But, like any emerging technology, it also introduces new areas of risk. In this Insurance News Analysis, Abbey Compton and I are joined by Daria Lee Sharman for a … Read more
Welcome everyone! Welcome to the 411th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Larry Kriesmer. Larry is the Chairman of Measured Risk Portfolios, an RIA based in San Diego, California, that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor … Read more
