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2020 Financial Markets Update

Commercial Banking

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Choosing the Right Commercial Loan For Your Business Needs

January 10, 2021

Most business owners require commercial loans at some point in the lifetime of their business, whether to launch the business, […]

The Implications of Rising Inflation

November 17, 2020

If you’re going to plan for your financial future beyond a year or so from today, inflation has likely been […]

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Transitioning to More Agile Wealth Management Utilizing Fintech

October 30, 2020

Technology and finance have always gone hand in hand. In the 1950s, Diners Club cards let people pay for their […]

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What You Need to Know About Estate Taxes

October 27, 2020

Planning for what will happen to your wealth after you die is an important part of any financial plan, and […]

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What Sets First Western Trust Private Banking Apart

October 18, 2020

You already know that a private bank offers better, more personalized service than simply walking into any retail bank chain […]

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Reducing the Tax Impact on the Sale of Your Business

October 13, 2020

Whether you’ve been running a business your entire professional life or you just started it a couple of years ago, […]

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A Planning Window May Be Closing

October 2, 2020

We are in an extraordinary period with respect to Estate and Gift Taxation. Under current law, in 2020 each individual […]

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What You Should Know About Unemployment Benefits

September 29, 2020

The COVID-19 crisis has had a profound effect on the American job market — according to Pew Research, the economic […]

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What Is Private Banking? Everything You Need to Know

September 24, 2020

Anyone can walk into the bank on the corner and open a checking account, but high-net-worth (HNW) individuals tend to […]

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Mindful Business Spending During COVID-19

September 21, 2020

In early 2020, there were those who thought the COVID-19 crisis would blow over relatively quickly. Individuals and businesses alike […]