Donnelly Wealth Advisors would like to extend a warm welcome to our new intern, Matt! Matt comes to us from the San Diego State University Financial Services Major. He is the current President of the SDSU FPA Student Chapter and plans to become a CFP upon graduation. Welcome Matt!
DWA had the opportunity to spend a day teaching local high school students about personal finance and how to be financially secure at Junior Achievement of San Diego County‘s Finance Park! To learn more about Junior Achievement or volunteer yourself, click below! https://www.jasandiego.org/programs/ja-finance-park.html
Breaking Down Cybercrime – What It Is, What We’re Doing, and How to Protect Yourself Jenna Smith, Business Manager Approximately 16.5 million people have their identities stolen each year. Unfortunately, cybercrime is a real threat in our world and that threat is quickly growing. The global cost of cybercrime is estimated to reach $2 Trillion by […]
Q3 2017 Market Recap The S&P 500 Index finished the quarter at a record high (2519) and is up over 12.5% YTD, excluding dividends. Even though the broad market is up substantially, dispersion between components of the market remains high. Large Growth stocks, led by the likes of Facebook, Alphabet, Apple and Netflix, are up […]
Equifax Cybersecurity Breach – How to Protect Yourself On September 7th, 2017, Equixfax Inc announced a cybersecurity incident that impacts approximately 143 million U.S consumers. Through a website breach, hackers were able to access names, social security numbers, birth dates, address, credit card numbers, and personal documents. Equifax discovered the hack on June 29th, 2017 […]