Tag Archives: Coronavirus

SEC COVID-19 FAQ re PPP Loans

The SEC has come out with an FAQ regarding the disclosure of PPP loans.  Please read below.  If you are a client and need to have your ADV Part 2A updated to include a PPP disclosure, please let me know. … Continue reading

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Coronavirus and Fraud

Be aware that opportunistic criminals are using the coronavirus pandemic to steal people’s money and identities. Here are some of the strategies you should be aware of: ƒ  Outbreak maps. Don’t click on any link that purports to show a … Continue reading

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