Insights
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 […]
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.
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 […]
Creating the Next Generation of Philanthropists
October 26, 2012
First Western’s Director of Philanthropic Services, Alexis Boian, shares her thoughts on inspiring children and young adults to make a […]
Elections, Easing, Europe and Equities
October 5, 2012
First Western Trust’s Chief Investment Officer, Warren Olsen, shares his perspective on the current political environment, the economic effects of […]
Tax Planning Strategies
October 5, 2012
Although income tax planning is difficult during this time of uncertainty, taxpayers find themselves enjoying relatively favorable tax rates and […]
Preparing for 2013 Tax Increases
October 5, 2012
Unless legislative action occurs before December 31, 2012, the conclusion of this year will mark an end to what has been […]
The Medicare Surtax: Does It Apply to You?
September 27, 2012
First Western Trust’s Assistant Director of Wealth Planning, David Cerullo, CPA, CFP®, discusses the introduction of the Medicare surtax and provides […]
Navigating Retirement
September 10, 2012
The lack of a realistic retirement plan can jeopardize your lifestyle and your legacy. By establishing a vision for your […]
Focus on Phishing
September 10, 2012
Phishing is an illegal attempt via phone, mail or internet to gain the personal information of a company or individual. […]