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2020 Financial Markets Update
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Offset the Impact: The American Taxpayer Relief Act of 2012

January 14, 2013

The “Fiscal Cliff” kept financial advisors and their clients in a state of flux for the better part of 2012. To avert this looming financial crisis, the U.S. House of Representatives approved the American Taxpayer Relief Act of 2012 (the Act) on January 1, 2013. Below we’ve outlined several provisions which may affect you and some considerations to help you offset the impact.

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First Western Trust Grows Leading Retirement Consulting Team

December 21, 2012

DENVER – December 21, 2012 – First Western Trust (“First Western”) is pleased to announce the appointment of Kristin Jacobson as a […]

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401k Fee Disclosures: What 6 Months Tells Us

December 11, 2012

The 401k Fee Disclosure Rule was a key focus for plan sponsors and participants in the first half of 2012. […]

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It’s Not the Tools, It’s the Talent

December 11, 2012

Paula Hendrickson, First Western Trust’s director of retirement consulting, was recently interviewed in BlackRock’s DC Edge publication. In the article, […]

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Top 10: Wealth Planning Mistakes to Avoid

December 11, 2012

In the December issue of Greater Phoenix In Business magazine, Trish Stark, senior vice president and director of client relations at First […]

2020 Financial Markets Update

2012 Year in Review: Insights from our leaders

December 10, 2012

As 2012 comes to a close, there is a significant question about what the markets will bring for investors in the coming year. With the impending fiscal cliff and uncertainty in the global market, current trends such as decreased investing and the Generation Skipping Transfer Tax may yield insights onto what the financial markets could expect for next year.

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Lifetime Gift Tax

November 19, 2012

On December 31st, 2012, the lifetime gift tax exemption is set to expire. Upon expiration, the gifting amount will decrease […]

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To Give or Not to Give: How to Decide at the Holidays

November 8, 2012

The time of year is fast approaching when your mailbox will overflow with holiday appeals. Whether sponsoring meals for the […]

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2012 Year End Tax Strategies

November 8, 2012

First Western Trust cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.

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First Western Trust CIO Addresses Economic Uncertainty

November 1, 2012

In the Denver Business Journal‘s  “The Quarterly Financial Roundtable,” First Western Trust’s Chief Investment Officer, Warren Olsen, shares his thoughts […]