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.
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
While trusts are established for a variety of reasons and take many different forms, the careful consideration of who should serve as the trustee remains a priority for the grantor of a trust and their advisor. The question of whether or not to engage a corporate trustee or an individual trustee is at the forefront… Read More
First Western’s Chief Investment Office, Warren Olsen, hosts a conference call on the current state of the market – July 12, 2011
A conversation with SHARON LECHTER, co-author of Rich Dad, Poor Dad and the Rich Dad series of books, and MELISSA MONTGOMERY-FITZSIMMONS, Director of Wealth Planning for First Western Trust Bank. Transferring Wealth While Avoiding “The Age of Entitlement” Raising the Next Generation to be Financially Responsible
Since the beginning of 2010 the tax landscape has undergone significant changes for the highest tax brackets. Earlier this year, the headlines were dominated by monumental healthcare reform and the debate surrounding it, today we have a piece of legislation that transforms the financing of U.S. healthcare with the revenue generated through a new 3.8 percent Medicare surtax… Read More
