Insights
Planning with Prenuptial Agreements
August 22, 2023
A prenuptial agreement (also referred to as a “prenup” or marital agreement) is a good planning step to consider before […]
Week in Review: August 18, 2023
August 21, 2023
Recap & Commentary Markets ended the week lower, with the S&P 500 notching its third consecutive weekly decline, the longest […]
July 2023 Market Commentary
August 17, 2023
The saying “Hope springs eternal” traces its roots back nearly 300 hundred years to “An Essay on Man: Epistle I” […]
Week in Review: August 11, 2023
August 14, 2023
Recap & Commentary Markets spent most of the week struggling to find direction, before ending lower. That is not to […]
How to Build Financial Resilience For Your Business
August 11, 2023
In an economic climate like today, resilient treasury management is more important than ever to businesses. Adhering to treasury management […]
Week in Review: August 4, 2023
August 7, 2023
Recap & Commentary Markets ended the week lower following a downgrade of the United States’ credit rating by Fitch. Higher […]
The Difference between Private Banking and Retail Banking
August 1, 2023
You already know that everyone needs a bank. After all, we all need a place to store our money, access […]
Week in Review: July,28, 2023
July 31, 2023
Recap & Commentary Markets ended the week higher as investors digested the fallout from the Fed’s July meeting, better than […]
Tax Scams
July 27, 2023
Every year, people lose both money and personal information to tax scams. At First Western Trust, we encourage clients to […]
What is a Spousal Lifetime Access Trust (SLAT)?
July 25, 2023
Many people are looking for ways to utilize the current estate tax exemption amount (currently set at $12.91 million per […]