The Good Life | January/February 2024

How to avoid the top scam of 2023: The internet has ‘really supercharged’ it, expert says

Imposter scams were the most prevalent type of consumer fraud in 2023, according to the Federal Trade Commission.
There are many forms, but they share a basic premise: Criminals pretend to be someone you trust, such as a romantic interest, government agent, relative or well-known business, to persuade you to send them money.
The best way for consumers to counter imposter scams is by pausing and verifying that a communication is accurate, according to fraud experts.

Learn more and see how you can protect yourself from a scam that has grown in popularity.

New Year = Time for an Estate Plan Check-Up

By proactively reviewing and updating your estate plan, you can ensure that it remains a relevant and accurate reflection of your wishes, providing peace of mind for you and your heirs. In the ever-evolving world of finance, an up-to-date estate plan is a powerful tool for securing the legacy you've worked so hard to build. Learn more about what you should be doing when it comes to your estate plan.

Recent Happenings

Tom's Retirement Celebration

Did you attend Tom's Retirement Celebration? Know someone who did? Check out the photos from the event here.

EXCLUSIVE Webinar: ARK Funds Cathie Wood The Investments Team hosted an exclusive webinar for Advisors and clients with legendary Investor and CIO of the ARK Funds Cathie Wood. During the call, Cathie shared her thoughts on the current macro environment (including inflation, Fed monetary policy, and corporate earnings) and how that ties into her firm's investment decision-making process. We also talked more specifically about the ARKK strategy and how ARKK is positioned well for the future given the Investment Team's current market outlook.

Looking to give back? We need you! We are looking for new members to join our Cares Board.

We at McCarthy & Cox recognize that we owe all of our success to our clients who have placed their trust and confidence in us. As such, instead of dictating where our firm’s donation dollars are allocated, we established a fund at the Union County Foundation which is directed by a board of five existing clients to advise on where the funds should go. Our clients are the primary decision makers on how McCarthy & Cox will make a difference in our community. To date, M&C Cares has donated more than $70,000 to important community initiatives such as The Hope Center, individual families in danger of going homeless, The Care Train of Union County and many more. Email cmacdonald@mccarthyandcox.com to learn more.

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Advisory services offered through McCarthy & Cox, a Registered Investment Adviser.