George Moore, Financial Advisor - Ashford Advisors

09/23/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
JPMorgan.com, January 23, 2026
Risk-strategies.com, 2025
Toplinecu.com, March 18, 2026
Fidelity.com, 2026

09/10/2026

Will your children be more financially confident than you? Every parent hopes so –

Help children build smart money habits with six simple, hands‑on activities that demonstrate how interest works. From adding interest to allowances to real‑life borrowing examples, these engaging ideas make financial learning fun and practical for kids.

09/10/2026

Building wealth is only part of the challenge. Using it confidently throughout retirement and passing it on can be equally important.

For many high-net-worth Americans, retirement spending, liquidity needs, and legacy planning are financial priorities. Guardian's latest report explores how whole life insurance fits into those conversations.

See the findings:

Explore insights on how high-net-worth individuals use whole life insurance to support financial planning, flexibility in retirement, and legacy goals.

09/10/2026

Read the Park Avenue® Wealth Management September Monthly Market Commentary for our latest market analysis.

Highlight: Stocks and bonds advanced in August despite elevated Treasury yields.

https://guardianpublic.hartehanks.com/AssetDisplay?acc=11GI&itemCode=PAS018129

08/14/2026

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

08/14/2026

Your clients may qualify for more coverage without going through underwriting.
A one-time conversion can increase permanent protection by up to 10% or $100,000 using their existing
Guardian term policy.
Don’t miss the opportunity. Let’s talk.
https://guardianpublic.hartehanks.com/AssetDisplay?acc=11GI&itemCode=PUB8698

08/10/2026