Get the app

Safe Travel Tips

May 23, 2023 Personal insights

Summer travel is around the corner – here are some tips from Rocky Mountain Bank to keep your accounts safe so you can enjoy the sun and focus on family fun.   Don’t bring anything you don’t need: Leave checkbooks and checks at home, in a locked safe. Use cash or credit cards for purchases. Also, go through your purse or wallet and remove …

Imposter Scams

April 24, 2023 Personal insights

The Federal Trade Commission (FTC) recently released a report of the top reported consumer frauds of 2022. The most frequently reported frauds involved imposter scams, with the vast majority of the fraudsters having contacted their victim by phone call or text message. Imposter scams can take many forms, including posing as government agencies, …

High-Net-Worth Individuals: What Does Wealth Mean to You Today?

April 20, 2023 Personal insights

Most high-net-worth individuals (HNWI) aren’t just sitting on a pile of cash. They’re investing, buying, selling, and exploring ways to grow their wealth through new ventures. The best part? You might classify as an HNWI without even knowing it. Wealth is a loaded word. So, let’s unpack what ‘wealth’ means for today’s high-net-worth individuals. …

Family Financial Guide: A Roadmap to Stability for New Grads

April 13, 2023 Personal insights

Seeing your child graduate is an emotional experience, and you’ll feel some nostalgia for their younger years. The right family financial guide can help give your new grads what they need to set themselves up. Read more on how you can set them up for success. If you're a parent, a family financial guide can help you prepare your kids to transition …

QUARTERLY MARKET REVIEW: Q1 2023

April 6, 2023 Business insights

QUARTERLY MARKET REVIEW: Q1 2023 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer Staying the Course Speculation that the Federal Reserve  will reverse course in its battle against inflation or change its policy target to a higher one is likely misplaced. A recession – hopefully a mild one -- is the most …