Post Covid-19 Scams

By
June Adams
May 12, 2021
Share on:

Beware of Post Covid-19 Scams.

Using bogus surveys or social media posts, criminals are crafting scams to target a new audience as more COVID-19 vaccines are being administered.  Be suspicious of any post-vaccine evaluations/surveys you receive and do not post a picture of your vaccine card on social media.   There may be legitimate surveys and follow-up evaluations that could be conducted, but these details should be clearly provided to you during your final vaccination appointment.

This two-minute video shows the new trends in vaccine scams and why you should avoid posting pictures of your vaccination card on social media.

You may also like:

By Trilogy Financial
February 20, 2024

Discover how working with a financial planner can make a big difference in your investing journey. Learn about investing through our beginner's guide to top investment blogs.

 

For many, investing seems like a daunting venture. Navigating through the intricacies of the financial world can be overwhelming, especially when you're just starting out. But beyond the stock market fluctuations and intricate charts, it's essential to grasp your financial aspirations.

 

 

Warren Buffett wisely said, “Don't save what is left after spending, but spend what is left after saving.” This highlights the importance of financial planning and goal setting when it comes to investing.

 

 

 

 

As emphasized by Jeff Motske, CFP® at Trilogy Financial Services,  understanding your financial “why” is just as pivotal. Are you eyeing retirement? Or maybe that dream home or a new startup? These goals should shape your long term investment journey.

To help beginners transition into the investment realm, here's a two-fold strategy:

 

 

1. Consult a Financial Planner or Advisor

 

Engaging with a financial planner or advisor is akin to having a personalized coach for your financial journey. Just as you wouldn't start an intense workout regimen without gauging your physical limits, investing without a clear vision of your financial goals and investment decisions is risky.

 

 

A financial planner will assist in evaluating your risk tolerance—an essential element in devising an investment strategy. As Peter Lynch, a renowned investor, once remarked, “Know what you own, and know why you own it.” This stresses how important it is to be informed and understand one's investments.

 

 

 

 

 

Financial Advisor Meeting with Client

 

2. Discover the Top Investment Blog Posts for Beginners

 

In Personal Finance, staying on top of your investment portfolio starts with understanding continuous learning is a key ally in the world of investments. Here are some top investment blogs for beginner investors that can offer invaluable insights:

 

  • Investopedia: A comprehensive platform offering a plethora of articles, tutorials, and educational content on finance and investment.
  • The Motley Fool: A trusted source renowned for its stock recommendations and investment advice, catering to both novices and seasoned investors.
  • Seeking Alpha: A blend of free and premium content, providing in-depth research, articles, and analyses on various stocks and investment strategies.
  • BiggerPockets: The go-to resource for real estate investment enthusiasts, packed with guides, resources, and community discussions.
  • NerdWallet's Investing Section: Simplifies complex investment topics, making them digestible for beginners.
  • Nasdaq News + Insights: Get insights from a big stock exchange. Covers market trends, stock market news & analysis, and investment strategies.
  • Morningstar: This blog is a trusted source for investment research. It provides analysis, ratings, and information on stocks, mutual funds, and ETFs. This makes it important for both new and experienced investors.

 

 

A picture of a beginner investment blog.

 

Conclusion

 

Stepping into the investment arena can evoke a mix of emotions. But as you start investing with a clear understanding of your financial goals, expert advice, and regular insights from top investment blogs for beginners, you're on a solid path.

 

 

As Benjamin Graham, known as the “father of value investing,” once said, “The individual investor should act consistently as an investor and not as a speculator.”

 

 

 

 

At the end of the day it's important to ensure you make informed, strategic investing over impulsive decisions. Check out how to avoid Mistakes When Choosing a Financial Planner in our other blog post.

 

Keen on diving deeper into investing? Connect with our top financial planners or explore more articles on our investment blogs for investment strategies.

 

 

By
Jeff Motske, CFP®
August 26, 2018

The one constant in life is change.

It sounds cliché, but it’s very true. Almost everyone will have a moment where change will rock the typical steadiness of your life. A health scare. An unexpected job change. Divorce. A significant drop in the market (i.e., a bear market) as you’re on the verge of retirement. These shocking twists can make us want to scramble and take immediate action to right our suddenly turned around world.

However, sometimes the simplest solutions are the best. When coping with physical imbalance, the key is to focus on a stationary point.1 This allows your brain to make adjustments to maintain your equilibrium. The same applies to other life changes. Fear and frustration may urge you to take some unexpected course of action to address sudden changes, and sometimes these knee-jerk reactions cause more harm than good. In those highly-charged moments, soliciting some professional council, like from a trusted financial advisor, can help us locate that stationary goal and work with us to identify any adjustments that need to be made.

Every time I meet with my clients, I remind them what we’re working towards. Yes, I want to be made aware of any changes they may have experienced, but I also want to remind them what all the decisions we’re making and actions we’re taking are working towards. We planned for the unexpected expenses by saving an emergency fund. For my younger clients, momentary dips in the market don’t necessarily derail us from our long-term goals. In fact, it actually provides purchasing opportunities. Additionally, markets go down, but they are always achieving new high’s long-term. For my clients on the cusp of retirement, these dips were prepared for by diversifying their savings and expanding their emergency fund. With the long-term goals in mind, it’s easier to see the horizon from within the storm.

The trick of it all is to stay focused on the long-term vision of the life you’re trying to create. I’ve learned that this applies not simply to your finances, but other aspects of your life like your career or your family as well. Changes will occur, and your world may get a little rocked, but as long as you take a breath and continue to focus on your long-term goals, you’ll find yourself on sturdy ground once again.

  1. https://www.scienceabc.com/sports/why-focussing-on-something-helps-in-maintaining-balance.html

Get Started on Your Financial Life Plan Today