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Charles Schwab Scam definitions and prevention client guide

Social engineering—a growing threat, especially during the holidays

December 18, 2024

There is a pressing need to identify the tactics used in social engineering scams. We are helping raise awareness among potential victims or those who may have already become victims of scams. As you know, protecting your assets and data is priority number one for our firm. But it’s also important that you know about threats you may encounter in other interactions online—from your personal email account to social media and dating apps.

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© 2024 Atlas Financial Advisors (AFA). All rights reserved. Advisory services offered by Atlas Financial Advisors, Inc. A registered Investment Advisor. This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. AFA and its financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.

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Social engineering—a growing threat, especially during the holidays

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