Staying Safe: What's New in Financial Fraud

We’re seeing a sharp rise in sophisticated scams targeting households across the U.S. From fake toll violations and USPS delivery texts to threatening jury duty calls, these messages are designed to spark panic and steal financial information.

In this video, Robert Amato explains how today’s fraud schemes operate, how AI and mass messaging are accelerating their reach, and what Compass Wealth Management is doing to help clients stay secure. From multi-step verification to Schwab’s secure wire processes, we’re focused on protecting what matters most.

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This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of November 3, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.