10/23/2026
Thank you to the clients, friends, and neighbors who spent Tuesday evening with us on October 6 for “Securing Your Digital Life.”
We were privileged to host David McSweeney, Vice President in the Enterprise Cybersecurity Group at Fidelity Investments. He brought nearly thirty years in cybersecurity and investigations, including a long career in law enforcement, to a subject that now reaches into every household. His account of how criminals actually operate today, the measures Fidelity takes to safeguard client accounts, and the practical habits that make a family a far harder target was as useful as it was eye-opening.
Our own team opened the evening with the role Fidelity plays as our independent custodian, a look at how we invest through our Tactical Asset Allocation and Market Leaders strategies, and where we see markets heading into year-end.
The best part of an evening like this is always the conversation that follows. Thank you for your questions, for your attention, and for the trust you have placed in this firm for more than forty years.
