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2020 Financial Markets Update

Investment Management

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Advantages and Disadvantages of Roth IRA Conversions

April 29, 2022

The ability to invest on a tax-deferred basis is limited under current tax policy. One of the options that is […]

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Considerations Before Adding ESG Specific Funds to Your Defined Contribution Plan

April 17, 2022

“ESG” stands for “Environmental, Social and Governance.” Those are three areas of ethical standards to which this approach seeks to […]

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What You Should Know About Acquisition Financing

September 13, 2021

Are you contemplating acquiring another business? If you already own a business and are looking to expand your business through […]

Understanding The Four Biggest Threats To Your Wealth

June 16, 2021

You’ve worked hard and gotten your financial situation under control by spending responsibly and saving money for all of your […]

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Important Differences Between a Will and a Trust

May 9, 2021

Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]

2020 Financial Markets Update

What Congress Gives, the Fed Takes Away

December 21, 2017

As 2017 comes to a close, market participants have few complaints. Both stock and bond prices have largely appreciated this […]

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4 Things to Look for in an Investment Advisor

April 17, 2017

Finding a trusted investment advisor can take time. While the investment strategy, asset allocation, and strength of the firm are […]

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Will Active Management Come Back into Vogue?

April 8, 2015

First Western Investment Research The Active/Passive discussion has been robust since the mid-1970s when the first index fund came into […]

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First Western Trust 2015 Outlook

December 30, 2014

The U.S. economic recovery is intact and we feel that the stage has been set for GDP growth to ramp […]

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A Response to Flash Boys: Why the Stock Market Is Still a Fair Place to Invest

April 9, 2014

By Warren Olsen I just read Michael Lewis’ new book, “Flash Boys (A Wall Street Revolt)”, and similar to his […]