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2020 Financial Markets Update

Insights

Wealth management articles, analysis, and market commentaries.
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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 […]

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Jeremy Nicholas to Top 25 Young Professionals

October 3, 2016

First Western Trust’s Jeremy Nicholas Named to ColoradoBiz Magazine’s Top 25 Young Professionals Denver, Colo – October 3, 2016 – […]

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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 […]

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Who Is in Charge when You No Longer Are?

September 26, 2016

L. William Schmidt, Jr. Senior Trust Officer   Usually, the primary focus of estate planning is preparing for the disposition […]

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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. […]

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When Dementia Threatens Your Money

August 25, 2016

The number of Americans suffering from Alzheimer’s and dementia is expected to rise as Baby Boomers and Gen Xer’s age. […]

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When Clients Divorce, So Should Advisers

August 12, 2016

First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest […]

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Key to Owning Master Limited Partnerships Is Selectivity

August 10, 2016

Master Limited Partnerships have traditionally been a way to invest in oil in a way that was not tightly tied […]

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July 2016 Economic Update

July 29, 2016

On July 27, 2016, Chief Investment Officer Debbie Silversmith shared her insights into the global and domestic economy, Brexit, and the […]

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Second Quarter 2016 Economic & Market Review

July 15, 2016

Though the majority of second quarter was marked by uncertainty regarding U.S. monetary policy (the Fed), global growth, and the direction of global […]