Financial Planning Tip December 2025

Even at the holidays, peace on earth and goodwill towards men aren’t always the order of the day. All of us need to be vigilant for online scams. One we’ve encountered recently is the Docusign phishing email. It mimics a real Docusign email, asking you to click to sign a document. Never click on these emails if you aren’t expecting a document. Midway Capital uses Docusign but we will always let you know ahead of time that a document is coming. Please reach out to us if you are unsure about anything suspicious that might appear to come from us or from Schwab. It’s always better to be safe than sorry!