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Asset Protection

Home Title Theft: What it is and How to Prevent it

Submitted by JMB Financial Managers on February 11th, 2022

Owning a home or business can be one of the great joys in your life.

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Protect Yourself From Scammers

Submitted by JMB Financial Managers on August 23rd, 2021

Fraud scams take more than 5% of a business' overall revenue. If you're in the process of financial planning for your small business one thing you need to do is protect your business assets.

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  • Asset Protection
  • Financial Planning
  • Small Business
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How to Use Estate Planning to Protect Personal Assets for Different Size Estates

Submitted by JMB Financial Managers on April 27th, 2021

What is an Estate Plan?

The word estate is most commonly associated with great wealth, but the truth is, everyone has an estate. Everything you own from your car and house to investment accounts and personal possessions make up your estate.

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  • Asset Protection
  • Estate Planning
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Shield Your Personal Wealth from Business Risk

Submitted by JMB Financial Managers on March 26th, 2021

When you start your own business you are also taking on some amount of risk. Taking on business risk doesn’t have to mean putting your personal wealth in jeopardy. In this article, we’re going to discuss ways to help you eliminate risk and protect your personal wealth.

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  • Asset Protection
  • Incorporating
  • Small Business
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Cybersecurity Alert: Coronavirus Phishing Scams

Submitted by JMB Financial Managers on March 12th, 2020

As the Coronavirus continues to spread worldwide, so do phishing attacks disguised as helpful information on the outbreak. Security experts report an uptick in phishing messages being sent to businesses and individuals on the topic.

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  • Asset Protection
  • Current Events
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How to Secure Your Personal Information Online

Submitted by JMB Financial Managers on October 17th, 2019

I sometimes find myself in conversations with clients who tell me how important it is for their personal information, including their finances, to be protected. As business owners, you have even more on the line than individuals.

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  • Asset Protection
  • Small Business
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The Need for Asset Protection

Submitted by JMB Financial Managers on June 19th, 2019

In our modern, litigious society, there are certain typical problems which, if not properly planned and prepared for, can cause you to lose the entirety of your savings, investments, home and/or business. The result of such a loss would create a great burden for you and those that depend on you. Asset protection is an antidote for such problems.

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Stock Market Volatility: Acting vs. Reacting

Submitted by JMB Financial Managers on January 25th, 2019

The volatile market is in the news, in the headlines, and more than likely, in your portfolio. Erratic stock markets can be worrisome for everyone - but it does not have to be.

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  • Asset Protection
  • Investing
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Do You Offer Identity Theft Protection to Your Employees?

Submitted by JMB Financial Managers on March 18th, 2018

Authored by: Bridget Quijada

When was the last time you heard about a data breach or saw identity theft scroll across your screen as a headline? Probably way too recently. For me, it was just this evening on the news, another somber sounding anchor reporting on why consumers should be careful about giving out credit card information online.

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  • Asset Protection
  • Small Business
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Should You Freeze Your Credit Following the Data Breach?

Submitted by JMB Financial Managers on September 21st, 2017

Cybersecurity is always a hot topic, especially in the financial industry, but the recent Equifax data breach has brought it into the limelight once more. The recent breach of 143 million individual's sensitive information is just one of many that clouds headlines on a regular basis.

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  • Asset Protection
  • Current Events
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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