Not including a rouge phone call that sounded very real but was not …. We were exposed to two very good Scams this week….
Fake Letter …but looked real and name similar to a large medical company
Yours truly received a formal looking letter from an allegedly court saying fees due from a neighboring state…. After a quick search the title from a national news source “Fraud!” … Interestingly the article said the source was shut down… Nope!!
Email from on of the larger Brokerage Firms…
This one was just terrific and looked totally legit…. “The Brain” immediately noticed a bad link by hovering over the click link… Do Not Bite! These guys are really good!!
We’re not trying to have you afraid of your shadow, but bad guys do exist out there and fortunately we’re exposed to them more frequently than many thanks to you guys! So stay diligent and if it looks a little sketchy shoot it to us we’re glad to take a look at it!
Have a Great “Friday and stay alert” Day!
John A. Kvale CFA, CFP
AI Content Authenticity: The Crook was created by AI. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
