Does it Make Sense to Use My Home to Reduce Revolving and Installment Debt?
May 6, 2022
Knowing the best way to go about revolving versus installment debt reduction can be difficult. The answer to whether you […]
Advantages and Disadvantages of Roth IRA Conversions
April 29, 2022
The ability to invest on a tax-deferred basis is limited under current tax policy. One of the options that is […]
Press Release: First Western Trust Retirement Services Team Named As One Of The Nation’s Top DC Advisor Teams By the National Association of Plan Advisors (NAPA)
April 22, 2022
DENVER, CO — First Western Financial, Inc. (NASDAQ: MYFW), a financial services holding company headquartered in Denver, Colorado, is honored […]
How to Position Your Retirement Benefit to Attract, Retain, and Reward Employees
April 21, 2022
Providing retirement benefits for employees helps organizations leave a positive impression on existing and future workers. While these benefits can […]
Considerations Before Adding ESG Specific Funds to Your Defined Contribution Plan
April 17, 2022
“ESG” stands for “Environmental, Social and Governance.” Those are three areas of ethical standards to which this approach seeks to […]
What Questions Should You be Asking Your Private Banker?
April 11, 2022
Everyone needs banking services, but some people need more. In the world of high net worth individuals, private bankers can […]
Understanding the Difference Between Private Banking and Wealth Management
March 24, 2022
When considering private banking and wealth management, there are similarities as well as distinctions. For the best result, a critical […]
Better Understanding the Appraisal Process
February 28, 2022
These days, more than ever, appraisals can make or break a transaction, or lead to frustration for the parties involved, […]
What’s New in the New Year?
January 6, 2022
Every year, throughout the year, the lending industry sees various changes in policies, guidelines, norms, and loan limits. In 2022, […]
The Power of Relationships in Private Banking
December 15, 2021
In private banking, relationships are everything. This more specific and customized form of financial planning assistance helps clients navigate changing […]