Insights
Looking Back – And Forward: New Tax Planning Paradigms
June 28, 2016
By William Schmidt, Senior Trust Officer It is estimated that roughly 80% of Americans have made no provision to transfer […]
Introducing the Four Dimensions of Wealth
June 28, 2016
It’s a simple truth that many wealth management firms overlook. When our clients talk about wealth, they are talking about […]
#WealthIsAbout Investing in the Community
June 28, 2016
At First Western Trust, we recognize that wealth is about so much more than money. Wealth is about relationships, experiences, […]
UK votes to leave the EU: Investment Research Bulletin
June 24, 2016
Investment Research Bulletin UK votes to leave the EU June 24, 2016 Yesterday’s UK vote in favor of leaving the […]
As Brexit Vote Nears, Fed Adopts the Market’s Risk Off Posture
June 23, 2016
While the Fed’s dual mandate of maximizing employment and stabilizing prices were still key factors in its recent decision to not […]
Another Lesson from Prince’s Death: You May Want to Bank Your DNA
June 21, 2016
Should wealthy individuals putting together their estate plan take DNA tests and keep the results in a secure and admissible […]
First Western Trust, Aspen, Launches #Wealthisabout Grants Contest
June 8, 2016
Aspen, Colo – June 8, 2016 – First Western Trust, Aspen, is launching its #Wealthisabout Grants Contest in support of […]
Lower Interest Rates Mean Higher Life Insurance Payments
June 1, 2016
First Western’s Cherry Creek Chairman Don Silversmith writes about how low interest rates are eating into premiums on some life […]
After a Divorce, How to Talk to the Kids about Money
May 26, 2016
In a recent article for MarketWatch, First Western Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes about how parents who are […]
First Western Trust, Aspen, Creates Donor Advised Fund with Aspen Community Foundation
May 19, 2016
Aspen, Colo – May 19, 2016 – First Western Trust, Aspen, is excited to announce the launch of its first […]