Individuals and Families
Insights From Your Trusted Team
Spring is almost here (hopefully)! Our March Advisor rollout brings excitement that the market rally has continued to carry us into 2024. For those that have already had their winter meeting, you will note the research team has been hard at work with capital market updates, resulting in some portfolio shifts. As we transition to spring, you will note a few new additions to our teams (including one of our consultants out for his paternity leave).
We appreciate the trust you have placed in us and look forward to a prosperous 2024. Please reach out to any team members of The Wealth Office® if there is anything we can do to be a valued resource to your family.
Insights & Perspectives
Maximize Your Cash
After 15 years of low interest rate polices, cash is back as a more attractive investment in the new yield environment. However, investors may be rusty on what their options are for cash investments and how to best optimize their cash earnings. Cash can be an important tool to managing financial goals, but we caution that… Read More >
Guarding Your Digital Identity: Defending Against AI-Driven Fraud
In January of 2024, a disturbing incident shook the financial world as a Hong Kong bank employee fell victim to deepfake technology, resulting in a fraudulent payout of $25 million.1 This sophisticated deception, where AI-generated replicas of colleagues participated in a video conference, underscores the growing threat posed by AI-driven fraud. Another harrowing example involved… Read More >
Tips Tuesday Video
Jackie Rondini, CFP®, Principal and Senior Consultant, discusses best practices to prevent identity theft in today’s digital age.
Advisor Spotlight
Learn more about our newest Consulting Analyst, Liam McLaughlin
As our clients continue to expand, we are excited to continue to grow our team with the addition of Liam. Liam joins our team as a Consulting Analyst helping our support our client relationships. Please welcome him to the team. |
What are you most excited for in your new role at Fiducient Advisors?
I’m most excited for the opportunity to develop strong relationships with individuals and families. The opportunity to use my knowledge and experience to help families achieve their financial goals truly excites me.
What experience from past roles do you bring?
I previously worked at Northern Trust bank as a performance analyst within their Corporate and Institutional services division. I helped Foundations, endowments and retirement Plan Sponsors achieve their complex performance reporting needs. I look forward to bringing this same high level of service to private clients.
What do you like to do when you are not at work? Any interesting hobbies or volunteer organizations you might work with?
I currently live in Chicago and enjoy many of the activities the city has to offer. I play on a softball team in the fall and beach volleyball team in the Summer. Additionally, I like to take advantage of the lakefront, especially in the summer.
How is the path to becoming a CFA Charterholder going for you?
Furthering my education has always been something very important to me as I’ve progressed in my career. I’ve enjoyed the challenge of the curriculum and studying something that I have interest in.
