Fortis Perspectives

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SB2_8655Philosophy.  You have probably noticed the word “philosophy” throughout our written materials and heard it repeatedly when speaking with us about managing family wealth.  Just as you and your family have values that serve as your moral foundation, an investment philosophy should serve as the foundation for your wealth building and wealth protection plan.

Early October marks the 10th anniversary of the highest point that the S&P 500 index reached before losing half of its value in 18 months during the global financial crisis of 2008-2009.    You can expect a steady stream of headlines and retrospectives postulating that we should have seen the storm coming and what we could have done to protect ourselves better.  There will be endless comparisons to today’s long-running bull market to the market conditions of October 2007.  Headlines can be entertaining (sometimes frightening) reading, but they are not a reliable tool for making sound investment decisions.


Cyber Security Awareness Month-Week 1

October 2017

Here at Fortis, we believe cyber-security is of the utmost importance, and we have made cyber-awareness a top priority for our Clients, Colleagues and Friends.  October is National Cyber Security Awareness Month.  Fortis is promoting cyber security by sharing weekly tips and information during the month of October.

Online Security

Q: How to increase security for your online accounts?
ATwo-Factor Authentication (TFA)