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Investment Management
As January 2023 began, the American economy faced significant challenges from inflation and rising interest rates. These pressures intensified as […]
Read more Tax-efficient portfolio diversification is a nuanced and dynamic process critical for effective wealth management. By strategically balancing investments to minimize […]
Read more “ESG” stands for “Environmental, Social and Governance.” Those are three areas of ethical standards to which this approach seeks to […]
Read more You’ve worked hard and gotten your financial situation under control by spending responsibly and saving money for all of your […]
Read more Checking accounts are a commodity these days, given that everyone needs to bank somewhere. Investment firms have caught on to […]
Read more Are you contemplating acquiring another business? If you already own a business and are looking to expand your business through […]
Read more Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]
Read more We know, you’re a savvy investor and you already know everything there is to know about stocks. In most cases, […]
Read more When it comes to financial planning, the word you hear more often than any other is “risk.” Calculating risk, managing […]
Read more John Sawyer, chief investment officer explains how working with a local investment advisor offers unique benefits, and selecting an investment manager […]
Read more “If you’ve ever searched for a financial advisor, you’ve probably noticed the dizzying array of designations and credentials that come […]
Read more ERISA Consultant Eileen Shaw explains the risks involved in outdated retirement plans and how the changing regulatory landscape has transformed […]
Read more Companies need to make sure they understand the regulations behind ERISA that go far beyond just signing your company up […]
Read more As 2017 comes to a close, market participants have few complaints. Both stock and bond prices have largely appreciated this […]
Read more Our ERISA Consultant Eileen Shaw tells Entrepreneur magazine that there is no “right” time to create a retirement plan for […]
Read more First Western ERISA Consultant Eileen Baldwin-Shaw writes for MarketWatch about how to use a health savings account as part of […]
Read more Finding a trusted investment advisor can take time. While the investment strategy, asset allocation, and strength of the firm are […]
Read more Our Chief Investment Officer Debbie Silversmith writes for CNBC about why actively managed funds can shine in a rising interest […]
Read more Our 6 ½- year old economic recovery appears to have more life ahead in 2016. Expansions, like bull markets, do not […]
Read more First Western Investment Research The Active/Passive discussion has been robust since the mid-1970s when the first index fund came into […]
Read more 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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