Enhancing, Optimizing and Organizing Your Digital Footprint
Kelly McCaddin, Operations Associate | Sally Eisenberg, Operations & Client Service Advisor | Thursday, June 26, 2025
Just like a home needs regular clean-up, your digital footprint deserves some consideration, too. Welcome to the world of digital housekeeping—where decluttering your devices isn’t just satisfying; it’s critical for productivity, peace of mind and cybersecurity. Today’s ever-changing landscape of new mediums and technology have made digital housekeeping even more important. Whether it’s to protect […]
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Navigating the Cyber Sea & Tips to Protect You
Lindsey Fiske Thompson, Director of Strategy & Resources, Partner | Sally Eisenberg, Operations Associate | Thursday, July 29, 2021
Cyberattacks continue to evolve in terms of sophistication, pervasiveness, and impact. Back in 2018, our team blog scratched the surface of big data, analytics, implications for information sharing, and data compromise. Each cyber-attack, targeted or unleashed, has created not only serious disruption and headaches but true opportunities for professionals and individuals to have their information security at front of mind in all daily activities. Changes since the 1988 Morris Worm include increases in cyberwarfare, government espionage, […]
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US Department of Labor issued its final rule: Fiduciary Standards
Ashley Copp, CFA, Wealth Management Advisor | Cole Hansen, Wealth Management Associate | Thursday, May 12, 2016
The final rule on a heavily debated topic- Fiduciary standards and the financial industry.
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Tips for Protecting Yourself Against Cyber Fraud
Lindsey Fiske Thompson, Strategic Operations Advisor | Carolyn Taylor, Founding Partner, President | Sunday, February 28, 2016
The luxury of always being “connected” comes with the unfortunate risk of being compromised. To best serve our clients, the Weatherly crew has an established compliance culture that keeps all team members fully trained and abreast of…
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