Staying Secure in a Digital World: Cybersecurity Resources from Schwab and Practical Steps to Protect Your Identity
By Jared Johnson, Shareholder & Wealth Manager
At Echo Wealth Management, your security is our priority. As cybersecurity threats evolve in sophistication and reach, we want to ensure our clients are not only aware of potential risks but also equipped with trusted resources and clear steps for protection. In collaboration with Schwab, we offer this guide to help you stay informed, vigilant, and prepared.
Get to Know Jared Johnson: Turning Financial Complexity into Clarity
At Echo Wealth Management (EWM), Jared Johnson isn’t just crunching numbers—he’s creating strategies that turn financial goals into reality. As a Shareholder and Wealth Manager, Jared plays a key role in portfolio management, trading, and financial planning, ensuring every client has a clear, customized path to success.
DYI or call your guy: Why do you need a wealth manager?
Doing pretty well
Picture this - I’ll be at a networking event, wearing a sticker name tag and holding a plastic glass of tepid water, and a guy with a bad suit and even worse haircut will, out of nowhere, shout, “I don’t get what you wealth managers do. I do pretty well on my own just using the internet.” And, before I can respond, he’s off to give his opinion again, rambling about the cheese tray to the hotel staff.
Do Think Twice About Long-Term Care
Long-term Care Observed in October and November
How important is long-term care?
It is important enough for you to plan it.
It is important enough for you to do it.
It is important enough for you to think twice.
Make Protecting Your Income A Priority
You might be thinking…
Other people get disabled, not me.
My business can run without me.
I’d rather put my money into growing my business.
The truth is illness and injury impact all of us, even businesses. Whether you are a key employee or business owner, understanding the possible outcomes of a temporary or permanent disability will help you to identify smart solutions for your financial plan.
The Surprising Pitfalls of Retiring at the Same Time as Your Spouse
Four Considerations for Your Joint Retirement Plan
On paper, retiring at the same time as your spouse sounds like a no-brainer! If you both retire together, then you would be free to travel the world, take up some new hobbies, and spend more quality time together as a couple. Chances are that you’ve not been able to enjoy these luxuries much over the past 20, 30, or more years. This is because, by the time we are nearing retirement, we have only recently said our goodbyes to our youngest child, and spouses have seen little of each other as