Insights
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 […]
Third Quarter 2017 Investment Update
November 14, 2017
There seems to be no stopping the upward momentum of stocks both domestically and overseas. We continue to ride the […]
Third Quarter 2017 Financial Highlights
November 14, 2017
FIRST WESTERN FINANCIAL, INC. First Western is extremely pleased to report another great quarter with record earnings, strong loan growth, […]
Third Quarter 2017 Shareholder Newsletter
November 14, 2017
Fellow Shareholders: It is an exciting time at First Western (FW) and, as shareholders, I hope we will see the […]
How Hidden Pension Problems Hurt Company Valuations, Endanger Deals
November 9, 2017
Paula Hendrickson, director of retirement consulting services, and Eileen Shaw, ERISA consultant discuss some of the hidden pension plan problems […]