Department of Labor Grants 60-Day Delay of Fiduciary Rule
June 15, 2017
By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]
Connecting Our Clients, Associates, and Community
March 2, 2017
Boulder Shelter for the Homeless One of our Boulder team’s favorite community events is our monthly meal service at the […]
Introducing a Series of Service Enhancements
October 24, 2016
We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]
Planning for College
September 26, 2016
Summer has come to a close, and with the kids back in school, many parents of high-school-aged children are starting […]
Halfway Through the #WealthIsAbout Grants Contest
September 26, 2016
We are so excited about the fantastic support our communities have given First Western Trust’s #WealthIsAbout grants contests so far. […]
Ditch the Doom, the Election Will Take the Market Higher
April 28, 2016
Our Chief Investment Officer Debra Silversmith provides a market outlook on CNBC.com that cuts through irrational market fears. “The U.S. […]
Year-End Wealth Planning Strategies Webinar
November 20, 2014
With 2015 just 6 weeks away, it’s important to take a look at your finances and determine which year-end tax and […]
Planning for a Business Ownership Transition
November 13, 2014
In our 2014 Connecting Generations event, we welcomed Lisa Clay, CFO of Advance Tank and Construction; Brad Florin, a lifelong […]
Year End Tax Strategies for 2013
October 31, 2013
On October 30, 2013, Melissa Montgomery-Fitzsimmons, director of wealth planning, and Dane Winter, wealth planning advisor, shared their insight into […]
Transferring Wealth While Avoiding “The Age of Entitlement”
May 1, 2011
A conversation with SHARON LECHTER, co-author of Rich Dad, Poor Dad and the Rich Dad series of books, and MELISSA […]