Cyber-Security Best Practices

To remain diligent against ongoing threats or hazards to your personal information, we’d like to circulate a few best practices for protecting yourself.

Fraudsters can attempt to obtain information like usernames, passwords, and banking information by pretending to be a trustworthy entity, like Charles Schwab.

  1. Never send your personal information (Social Security Number, account number, usernames, and passwords, etc.) over unsecured email.  If you do need to send a document or email with sensitive information, please feel free to reach out and we’d be more than happy to provide a secure link to send that information.
  2. The first defense is training yourself to recognize phishing attempts:
    • Always assume requests to confirm any of your personal information are fraudulent
    • Most legitimate emails from businesses contain a piece of information not available to phishers, like your name. Be wary of every message but particularly generic emails with salutations like “Dear Customer”
    • Phishing emails often originate from suspicious or complicated email addresses
    • Never click on hyperlinks in these emails. If you have any concerns, reach out to any RWM employee directly
    • Hover over a hyperlink to see a display of the true hyperlink – if it’s different, it’s probably a phishing attempt
  3. Software and anti-spam filters can help protect you – do not override quarantines your filter has applied!

The protection of your personal information is very important to us here at RWM.  If you have any questions or would like additional resources regarding computer security training, please don’t hesitate to reach out.



There is no guarantee that any investment strategy, including those described here, will be successful. Any investment or investment strategy can lose money. Past performance does not guarantee or predict future results. You should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from Raffa Wealth Management, LLC. This information was gathered from reliable sources, but we cannot guarantee accuracy. Indexes do not reflect the fees associated with actual investments and such fees would reduce the performance illustrated. Source: FMG Suite, LLC.
Bookmark this page