Online scams are becoming increasingly sophisticated, targeting even the most cautious investors. In this episode of Well Balanced, Suzy Klapperich and advisor Charlie Gruys share a recent scam targeting a client. Plus simple steps you can take to protect your accounts and personal information.

Sharon and Suzy explore how scammers exploit emotions like urgency, trust, and fear to manipulate individuals into revealing sensitive information. Discover key insights on how to recognize and protect yourself from these deceptive tactics. (podcast)

Recently, we were notified that scam callers have been impersonating Schwab customer service representatives by phone and requesting non-public information, including Social Security numbers. Here is how the scam works and how to protect yourself.

October is Cyber Security Awareness Month. In this week's Market Perspective, Jason and Suzy discuss common financial cyber-crimes and straightforward steps to fortify your online accounts.