Insights
First Western Financial, Inc. Launches Initial Public Offering of Common Stock
July 10, 2018
DENVER, Colo. — July 9, 2018 — First Western Financial, Inc., a financial holding company headquartered in Denver, Colorado (“First Western”), announced […]
First Western Publicly Files Registration Statement for Proposed Initial Public Offering
June 20, 2018
DENVER, Colo. — June 20, 2018 — First Western Financial, Inc., a financial holding company headquartered in Denver, Colorado, announced […]
Maximize Take Home Pay with Retirement Plan Tax Saving Strategies
May 29, 2018
Eileen Shaw, ERISA Consultant The 20% income exclusion for pass-through entities enacted as part of tax reform has created an […]
Evaluating Your Plan and Fees? Think More, Not Less.
May 24, 2018
Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants […]
Have You Conducted a Fee Equalization/Levelization?
May 24, 2018
Bill Tugaw, Governmental Plan Practice Leader Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been […]
Are You Prepared for an IRS Audit?
May 24, 2018
Michael Viljak, Manager of Advisor Development The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and […]
First Western Leading the Community
May 9, 2018
At First Western Trust, being socially responsible is part of who we are. We pride ourselves on the commitment our […]
In the Search for a Financial Advisor, Not All Professional Designations Are Created Equal
May 8, 2018
“If you’ve ever searched for a financial advisor, you’ve probably noticed the dizzying array of designations and credentials that come […]
Q1 Market Update: Market volatility continues, what’s next?
May 4, 2018
Chief Investment Officer, John Sawyer, Managing Director – Equities, Karen Post, and Director of Investment Research, David Stern, recently hosted […]
How to Give Every Team Member a Tax-Free ‘Raise’
April 25, 2018
Offering Health Savings Accounts is not just a way for workers to buffer themselves from high-deductible plans; it’s also a […]