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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Writer's pictureWhitaker Myers

BE SURE TO AVOID CORONAVIRUS SCAMS


The COVID-19 pandemic has impacted everyone in one way or another. Unfortunately, one-way that some people are being impacted is by scams that have increased because the scammers know that people are more vulnerable right now.


Here are some scams that are happening as well as some ways to avoid them.


Stimulus Check

As you know, the government has issued stimulus checks to many Americans. There has been a lot of confusion around this and scammers are taking advantage of that by trying to get people to hand over their bank account information. They may call pretending to be the IRS and/or your bank asking you to verify your bank account information so that your check can be deposited. Don’t fall for this! The IRS will use information from your 2018 or 2019 tax filing in order to deposit your check into your account. If you don’t have an account on file with them, they will mail the check to the last known address they have. The IRS will never call, email, or mail asking you to confirm your account numbers. If you have not received your check and think you should have, you can visit the IRS website.


Phone Providers

As some people are struggling to pay bills, scammers are using this as an opportunity to scare people. You may get a phone call saying your phone line will be shut off if you don’t follow the prompts. This is likely a scam so don't follow the prompts! Some people that have gotten a call like this are current on their phone bill. If you are concerned about your phone line, call the number you know is a legitimate number for them, which can be found on your monthly statements.


Debt Reduction Scams

As mentioned above, people are struggling to pay their bills right now and that opens up yet another avenue for scammers. If you get a phone call promising debt reduction techniques that sound too good to be true, it’s because they probably are! They will charge for their services and then you will likely not hear from them again. If you are struggling to pay your bills, many companies are offering hardship assistance so reach out to the credit card company, bank, or other lender individually.


Dave Ramsey has a wonderful program, Financial Peace University, that has changed lives and helped millions of people save money and pay off debt. They are offering a free 14 day trial right now (for a limited time) and you can read more about that on DaveRamsey.com.


Emails

We know that we should never click links in emails if we are not sure who sent us the email. That has been true for a long time now. But recently, spam emails and links have been popping up more often. There are even scammers accessing people’s email accounts and sending out bad links. So, if you get an email from someone you don’t know, don’t open the link. If it is from someone you know but the message seems off, don’t click the link until you call them to see if they actually sent it to you. I received a couple emails from people I knew that said “I should have sent this to you sooner” and there was a link. I didn’t click it because I knew that was not actually from them.


Coronavirus Test Kits and/or Updates

There are at-home test kits being advertised that are not approved by the FDA. Be weary of emails or texts that are offering to sell test kits and/or giving coronavirus updates. Go to the trusted websites to get the updates. In Ohio, you can go to https://coronavirus.ohio.gov/wps/portal/gov/covid-19/home for updates.


Donations

Unfortunately, some scammers are even claiming to be a charity that is giving back in response to COVID-19. If you are giving to a new cause, be sure to do your research to make sure you are giving to a legitimate charity. And of course, never give donations in the form of cash, gift cards, or by wire.

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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