We strive to provide you with timely information in order to offer you a fresh perspective on the financial market and a better understanding of your financial world.
First Western’s Senior Trust Officer, Bill Schmidt, provides insight on the use and abuse of powers of attorney, living wills, and other legal documents, which affect your medical and financial decisions during your lifetime and at your death.
Director of Retirement Services, Paula Hendrickson, CFP®, and Harold Pine, senior vice president and portfolio manager of First Western Trust, provide insight into economic trends from the first quarter and discuss the current trajectory of the markets.
Melissa Montgomery-Fitzsimmons, Director of Wealth Planning at First Western Trust, addresses your toughest wealth planning questions.
Warren Olsen, First Western’s Chief Investment Officer, delivers the 2012 Economic Update. Warren shares his thoughts on the current state of the market, global economies and political affairs.
The Retirement Consulting Team and Lynne Amerson, Vice President and Portfolio Manager at First Western Trust, provide insight into key factors in the economy and discuss the trajectory of the markets.
Family businesses employ 60 percent of the U.S labor force. The problem is, family businesses don’t usually survive past the third generation of owners. First Western Senior Trust Officer Bill Schmidt outlines sound strategies for succession planning within a small business: Read More
Dave Cerullo, Wealth Advisor, CPA, CFP and Bill Lyne, J.D., host a webinar on year-end planning strategies.
Bill Schmidt, Senior Trust Officer, hosts a webinar on win-win strategies for charitable giving.
Warren Olsen, Chief Investment Officer, provides an investment update and David Cerullo, CPA, Wealth Advisor, hosts a webinar on engineering retirement withdrawals.
First Western’s Chief Investment Office, Warren Olsen, hosta a conference call on the current state of the markert – October 19, 2011
