Insights
The Financial Truth in Action – Educational Trust
March 1, 2012
Providing our children a strong foundation in education is a tremendous asset not only for the child but for future generations. Last month, Michael Mandelbaum, our featured speaker and best-selling author of That Used to Be Us: How America Fell Behind in the World it Invented and How We Can Come Back, shared his thoughts on how Americans can strengthen our economy and better position ourselves globally. By investing in our youth they can receive the education they need to get the US back on the right track.
Our Place in the World, Financially Speaking
March 1, 2012
To gain insight on what to expect from the markets in 2012, it's important to examine the events of 2011. Although a difficult year in terms of returns, the macro events such as the tsunami in Japan, the European sovereign debt crisis and the Arab Spring weighed heavily on the markets. These major global events swamped micro decisions making it a very difficult year for money managers.
First Western Trust Acquires Trust Department of First National Bank of Wyoming
February 28, 2012
LARAMIE, WYO. – February 28, 2012 – First Western Trust (First Western) is pleased to announce today its acquisition of […]
First Western Trust names new Phoenix Office President
January 24, 2012
PHOENIX—JANUARY 24, 2012—First Western Trust (“First Western”) announced today that Victor Alonzo will serve as president of the firm’s Phoenix […]
First Western Trust Names New Boulder Office President
January 24, 2012
BOULDER—JANUARY 24, 2012—First Western Trust (“First Western”) announced today that Matt Gorr will serve as president of the firm’s Boulder […]
First Western Trust Grows Los Angeles Private Banking Team
January 11, 2012
LOS ANGELES—January 11, 2011—First Western Trust (“First Western”) appoints Nadine E. Danziger as senior private banker at the firm’s Los […]
Succession planning is critical for a family business – DBJ, December 9, 2011
December 9, 2011
Family businesses employ 60 percent of the U.S labor force. The problem is, family businesses don’t usually survive past the […]
First Western Trust Expands Portfolio Management Team in New Los Angeles Office
December 7, 2011
LOS ANGELES—December 7, 2011—First Western Trust Bank (“First Western”) announces the appointment of Andrew “Pete” Ewing as Senior Vice President […]
Set Yourself Up for a Successful 2012
November 9, 2011
Dave Cerullo, Wealth Advisor, CPA, CFP and Bill Lyne, J.D., host a webinar on year-end planning strategies.
Win-Win Strategies for Charitable Giving
November 9, 2011
Bill Schmidt, Senior Trust Officer, hosts a webinar on win-win strategies for charitable giving.