CCM eNews
Bitcoin ETFs
With the mid-October launches of two Bitcoin ETFs, ProShares Bitcoin Strategy ETF (BITO) and Valkyrie Bitcoin Strategy ETF (BTF), owning Bitcoin became more accessible to investors but at a potential cost to fundholders.
READ MORE After Coronavirus, Long-lasting Impacts for Businesses and Homeowners
The coronavirus pandemic has caused many homeowners and businesses to adopt
READ MORE 529 Plans: Refunds for University Expenses
In response to COVID-19 restrictions, some universities are issuing partial refunds for the semester. These refunds could be associated with expenses such as room & board, meal plans, and/or tuition.
READ MORE Cell Phones & Location Tracking
martphones are a convenience to our everyday lives, but they can also serve as a sophisticated tracking device that allows companies to obtain information about our specific location.
READ MORE Personal Records Retention Policies
Good recordkeeping can make your life easier. While record retention policies are often geared towards businesses, your personal files should also be kept safe and well organized.
READ MORE Keep Your Credit Safe
A credit freeze, also referred to as a security freeze, allows you to restrict access to your credit report. Once a freeze is in place, creditors cannot access your credit score and detailed reports of your credit cannot be released,...
READ MORE Should You Take Advantage of North Carolina’s New Uniform Power of Attorney Act?
North Carolinians have a new Uniform Power of Attorney Act (“the new Act”) that became effective on January 1, 2018.[1] Powers that an agent appointed in a power of attorney (“POA”) can exercise under the new Act are spelled out...
READ MORE Use of Artificial Intelligence and Machine Learning
A recent article published in Forbes highlighted 60 cybersecurity predictions for 2019.
READ MORE Reduce the Number of Account-Related Documents You Receive by Mail
You can reduce the number of account-related documents and disclosures you are currently receiving by US Mail by updating the delivery preferences at the custodian of your account(s). Update your e-delivery preferences by logging into your account and navigating to...
READ MORE How To Manage Robocalls
A recent AARP survey found that an overwhelming number of U.S. adults find robocalls “annoying” and “disruptive”. Robocalls have now made their way to both our cell phones and landlines.
READ MORE Email Scams and Other Internet Fraud
We are aware that criminal enterprises are using increased levels of sophistication to exploit the conveniences of modern technology. As a result, we strive to maintain a culture of risk avoidance in our firm and maintain strict procedures regarding our electronic...
READ MORE CCM Cyber Security Checklist
View our updated cyber security checklist below or by clicking this link. Mitigate your risk and protect yourself online by revising this checklist annually.
READ MORE Human Vulnerabilities Can Impact Email Security
An increasing number of cyber-attacks are designed to take advantage of human behavior rather than flaws in hardware or software.
READ MORE Schedule Your Free Consultation
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