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2020 Financial Markets Update

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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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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 […]

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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 […]

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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 […]

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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 […]

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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. […]