This month on Moving Forward. Together: Check out our new Frontier Portfolio, Money Milestones launch, and learn about investment scams targeted at retirees.
Investing in the Next Frontier
Introducing our new Frontier Portfolio, developed by our investment division, Sift Investment Management.
Frontier is an actively managed equity (stocks) portfolio, designed for clients seeking a larger investment in innovative and emerging technologies, such as AI, robotics, and nuclear energy.
Important FAQs about Frontier:
An actively managed equity strategy targeting innovative companies and emerging technologies that are believed to have the potential to reshape their industries and create outsized value over time.
Designed to supplement, not replace, client portfolios. Frontier gives investors access to a group of high-conviction and early-stage innovative and emerging technologies such as AI, robotics, and nuclear power.
Due to the volatile nature of the portfolio positions, there is a minimum initial investment of $100,000 which may not initially be more than 15% of a client’s investable assets. Frontier is considered a long-term commitment.
Interested clients should talk to their planner(s) for more information and will have the opportunity to meet with a member of our investment team to go through a personal presentation which will cover the portfolio design and establish expectations for performance and risk.
There are no additional charges to invest in Frontier.
Please speak to your planner to determine whether Frontier is appropriate for your financial situation, risk tolerance, and long-term objectives. All investments have opportunities for loss. To request educational material about Frontier, contact your planner or email Amanda at [email protected].
Just Starting Out and Need Guidance?
The Money Milestones (M2) is a platform designed to help:
People who need financial help but cannot afford a financial planner
People who are just starting out and want to establish a strong financial foundation
DIYers who don’t want to pay for ongoing support
Brand new in July 2026, Money Milestones was created by SEED to assist people who are not yet financially ready for the full breadth of wealth management, but who need an affordable, do-it-at-your-own-pace solution to help them take control of their money, make informed decisions, and build lasting financial habits. Whether working on budgeting, understanding investments, dreaming about retirement, or planning for long-term goals, M2 breaks complex topics into clear, manageable pieces.
We believe this program is especially valuable for the children and grandchildren of our clients who are just beginning their financial journey. Young professionals and growing families often need guidance but may not yet have the assets or resources to justify comprehensive wealth management. M2 helps bridge that gap by providing access to financial planning tools, educational content, and ongoing insights that can help them make better decisions from the start. As an added benefit, new users get a FREE Financial Report Card and can enjoy their first month of the Base Plan at no cost using the early adopter promotion. Just use 30DayFreeTrial at checkout.
Get more information at www.mym2plan.com.
Protecting Your Retirement: Staying Ahead of Investment Scams
Investment fraud continues to be one of the most significant financial threats facing retirees and those approaching retirement. Recent findings from the Federal Trade Commission show that investment scams accounted for more losses among older adults than any other type of fraud, with many victims reporting losses exceeding $100,000. The report also found that scammers frequently use social media platforms to promote fraudulent investment opportunities that promise exceptionally high returns with little or no risk. Similarly, the FBI reports that older Americans lost billions of dollars to fraud in recent years, with investment schemes among the most damaging scams targeting this population. Criminals often use convincing websites, emails, text messages, and unsolicited phone calls to gain trust and create a false sense of urgency.
The good news is that many investment scams can be avoided by slowing down and verifying information before making financial decisions. Be wary of any opportunity that promises guaranteed returns, pressures you to act quickly, or asks you to keep the investment confidential. Both the FTC and FBI emphasize that scammers are becoming increasingly sophisticated, making a second opinion more valuable than ever. Take time to research the company, understand how the investment works, and call us to talk through an opportunity before committing your money. Protecting your wealth is not only about pursuing growth opportunities but also about recognizing and avoiding scams that can undermine years of hard work and careful saving. We’re here to help.