Insights
Think You Can Just Sign up Your Company for a 401(k) and Forget About It? Think Again.
March 26, 2018
Companies need to make sure they understand the regulations behind ERISA that go far beyond just signing your company up […]
Younger Team Members Often Don’t Enroll in Retirement Plans — But That Can Hurt Your Company
February 22, 2018
Your younger employees may not be interested in participating in retirement plans, but it’s a critical step for both your […]
Are Your Participants Experiencing a Fee Imbalance?
February 20, 2018
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began […]
Weather or Not, Stay Invested
February 20, 2018
Kyle Olson, CFA, Senior Investment Analyst 2017 was one of the strongest years on record for hurricanes in the Atlantic […]
Health Savings Accounts: A Tax Trifecta Investment Opportunity
February 20, 2018
HSAs: A Tax Trifecta Investment Opportunity When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t […]
First Western Trust 2018 Outlook
January 30, 2018
*In light of the recent sell-off in global equity markets, we want to reaffirm our original outlook as generally favorable […]
The Tax Bill Passed. Now What?
December 28, 2017
As you are no doubt aware, Congress recently passed what is being called the most sweeping overhaul of the U.S. […]
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 […]
FW Connects 2017
December 18, 2017
The 4th annual FW Connects month of service is in the books and it was great! This year, we hosted […]
To Trustee Or Not To Trustee
November 29, 2017
Planning for the transfer of wealth to younger generations is one of the most challenging processes facing successful families. To […]