Scam Definitions and Prevention Client Guide
The most effective scams work because they look and feel completely legitimate. This guide covers seven of the most common types targeting investors today — what they look like, how to recognize them, and exactly what to do if you've been targeted.
Top 10 Steps You Can Take to Help Schwab and Your Advisor Protect Your Account
Most of the steps that meaningfully protect your investment accounts are straightforward, one-time actions. This guide walks through ten specific measures — from verbal passwords and two-step verification to disbursement protocols — that together create real, layered security.
Am I At Risk of Having My Identity Stolen or Being a Victim of Fraud?
Vulnerability often has less to do with awareness and more to do with everyday habits that quietly create exposure over time. This checklist helps you take a clear-eyed look at where you stand — covering cyber threats, common scams, and broader security considerations.
What To Do If You Think You've Been Targeted
Seven steps. One page. If something feels wrong, this guide from LynnLeigh & Company tells you exactly what to do — in the right order — to protect your accounts and limit your exposure.
Is This Call Legitimate? Five Red Flags That Should Stop You Cold
Fraud today is sophisticated enough to fool almost anyone. This one-page guide gives you five specific warning signs — drawn from a real client experience — that should stop you cold and prompt you to call us before doing anything else.