Knowledge Center Library

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Portrait of financial team member Les Detterbeck
Les Detterbeck

Does Your Investment Policy Fit with the Fed’s Monetary Policy?

The Federal Reserve struck a big blow yesterday in its attempt to bring inflation under control. Their monetary policy was to increase benchmark rate by .75% now and likely another .75% next month. The Fed expects with...
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Portrait of financial team member Les Detterbeck
Les Detterbeck

Warning: When Investing, Keep Your Emotions in Check

When I took Economics 101 back in the “Dark Ages,” established theory was that individuals make rational decisions with their money. Well, we know now that that was over-simplified and often wrong. The fact is that the investment process is filled with psychological pitfalls.
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Portrait of financial team member Les Detterbeck
Les Detterbeck

Reducing Elder Financial Abuse-Provide a “Trusted Contact”

Financial Exploitation continues to grow. Anyone can be a target, though it is often aimed at seniors. Which is no surprise as older Americans have the most to lose in terms of net worth and, at the same time, their cognition declines with age.
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Portrait of financial team member Chandler Peterson
Chandler Peterson

Shields Up: What DWM is Doing, What Your Custodian is Doing, and What You Can Do to Protect Yourself

The importance of cybersecurity continues to grow and has been highlighted by Russia’s use of distributed denial-of-service (DDoS) attacks against the websites of the Ukraine government, military, and financial institutions.