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Identity Theft Protection Checklist
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Identity theft is a risk that grows and changes daily. Keeping up to date with the latest prevention methods is the surest way to protect oneself from the many forms that identity theft can take, including medical, credit and financial theft. This helpful checklist offers suggestions for minimizing the risk of identity theft as well as steps to take if such theft should occur.

Kidnap and Ransom: Issues to Consider
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An informed discussion of the issue can help a family see that between the two extremes of attitude toward kidnapping (avoiding the danger by staying at home or regarding it as an uncontrollable cost of doing business or traveling) there are a number of steps that can be taken to reduce the likelihood of a kidnapping.

Legal Planning for Your College-Bound Child
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While college students may act like teens, they legally are adults – a distinction parents may overlook as they send their children off to school. Parents are wise to plan for legal issues that may arise by establishing a durable power of attorney, a healthcare proxy, a will and trust instruments as well as waivers with the college to acquire access to grades and other now private information.

Planning for a Pandemic
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While it is impossible to predict the timing or consequences of an influenza pandemic, there is little doubt among world health authorities that a significant pandemic will occur. Consequently, businesses that will survive must have a plan in place to mitigate the health, social, operational and economic impacts. This guide is intended to assist businesses in either preparing or reviewing such a plan.

Creating a Risk Culture
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Creating a risk culture for your family is probably one of the most important endeavors for preserving family legacy and ensuring long-term wealth sustainability. This 2009 FOX Fall Forum session focuses on the importance of positive, calculated risk-taking within the family and review strategies that promote the family’s ability to evaluate and capture opportunities. Participants will be asked to share their own risk-taking experiences and the lessons they learned.

Evaluating Probablities to Improve Profitability
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Believing the asset management industry is undergoing a major transition that will amplify the complexity of market dynamics for the foreseeable future, Tuttle Asset Management espouses a dynamically adaptive system that increases the probability of success by identifying the market's inflection points within the context of a long-term technical view.

Protecting Your Personal Health Information
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Even with the safeguards afforded by the Health Insurance Portability and Accountability Act, there still are certain circumstances under which medical privacy is not protected. A new paper from Health Champion notes these areas of vulnerability and offers advice for keeping personal medical information as secure as possible.

Professional Liability: When and How Much Is Needed?
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Have we felt the impact of the economic crisis on the professional liability market? In this 2009 Financial Executives Forum, hear from Jim Kane, President, HUB Personal Insurance, and Tom Handler, Partner of Handler Thayer, LLP on trends, errors and omissions in professional liability coverage for directors, officers and trustees.

Rethinking the Risk/Reward Equation: Wealth Sustainability for Financial Families
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In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and what it means for the advisor-client relationship.