Protecting Your Financial Information in an Age of Increasingly Sophisticated Scams

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October is Cybersecurity Awareness Month, a timely reminder that protecting your financial information requires more than strong passwords and updated software. Today’s cybercriminals are increasingly targeting people, not just technology. Artificial intelligence has made scams more convincing than ever. Fraudulent emails, fake websites, cloned voices and realistic text messages can make it difficult to distinguish … Continued

Mid-Year Market Review: AI Optimism Drives Markets to Fresh Records

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The S&P 500 gained +14.9% in the second quarter, ending June up +9.5% year-to-date. Despite a drawdown of around -8% from record highs in March, markets have since shrugged off fears of persistent disruption from the war in Iran and have turned their attention to renewed optimism around the seemingly endless capital investment in AI … Continued

The Face of NCTC: How the Client Engagement Team Blends Investment Strategy and Values

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When Brad Masters describes his team’s work at New Covenant Trust Company, he doesn’t use typical financial services jargon. Instead, he talks about faces, names, relationships — the human elements that drive every decision. “When I wake up every day, among my first thoughts are names, people, relationships, connections,” says Masters, who leads the team … Continued