705 Griffith Street

Suite 301

Davidson, NC 28036 



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Market Update

Third Quarter 2017

Cybersecurity - Keeping Your Information Safe

Normally my quarterly letter to you is about the economy or investment related matters.  On occasion, I believe we need to also focus on outside risks to your financial well-being.  We wrote to you several weeks ago about the recent data breach at Equifax and precautions you can and should take to better protect your identity.  Although your credit is not typically a “balance sheet” item, it is still a valuable part of your net worth and one that requires protection. At Davidson Capital, the safety of your personal information has always been of utmost importance.  In this letter, we have focused on some of these steps we’ve taken as a firm as well as some simple steps you can take to better protect your sensitive data and identity.


  • Consider Identity Monitoring Service - Identity theft remains relatively rare but can be a major inconvenience when it occurs. Even if you are exposed to the data breach at Equifax, it does not mean that you will be a victim of identity theft. However, as a precaution we encourage all clients to consider a service which would monitor unusual activity in your accounts such as Identity Guard, Life LockPrivacy Guard, True Credit and MyFICO.


  • Files Taxes Early - Another concern is tax fraud, which is also on the rise. You should know that the Internal Revenue Service never initiates contact via telephone, email, text, or social media. Accordingly, you should never provide personal or financial information to anyone claiming to work for the IRS. You can also limit your exposure to tax fraud by filing your tax return as early as possible. This precludes someone from filing a fraudulent tax return using your Social Security number.


  • Share Sensitive Information Securely - We are pleased to announce an initiative with respect to sharing information with us that we believe will provide an additional layer of security. In an effort to upgrade our systems beyond industry best practices, we have implemented Citrix ShareFile which will allow you to easily share files, emails and attachments with bank-level encryption. Going forward, there is no need to log into the portal to send us a secure document. You can simply use the link in our email signature to send your documents through our secure system. We will also use ShareFile to share files with you securely.
  • Receive Quarterly Statements Via Secure Portal - As an additional security measure, we will phase out paper copies of our quarterly statements as of this quarter. Your quarterly statement will continue to be available by logging into our secure web portal through davidsoncapitalcorp.com. If you need assistance with accessing your web portal, or prefer to continue to receive paper statements, please contact Taylor Wood at 704-987-0288 Ext. 207 or taylor@davidsoncapitalcorp.com.


Market Update

Buoyed by strong corporate earnings, US stocks continued to test all-time highs during the third quarter while international equity markets also registered solid gains.

Staff Update

We are pleased to announce that Taylor Wood has joined Davidson Capital as an Associate. Taylor graduated in May from of the University of Georgia where she majored in Financial Planning and received a Bachelor of Science in Family and Consumer Sciences. Taylor is working toward her CERTIFIED FINANCIAL PLANNER™ designation and we are excited to have her join our team.


Please contact us if you would like to learn more about how our investment discipline can help you achieve your financial and life goals.


Stanley P. Dyl


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