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2020 Financial Markets Update

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Planning for College

September 26, 2016

Summer has come to a close, and with the kids back in school, many parents of high-school-aged children are starting […]

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Halfway Through the #WealthIsAbout Grants Contest

September 26, 2016

We are so excited about the fantastic support our communities have given First Western Trust’s #WealthIsAbout grants contests so far. […]

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Ditch the Doom, the Election Will Take the Market Higher

April 28, 2016

Our Chief Investment Officer Debra Silversmith provides a market outlook on CNBC.com that cuts through irrational market fears. “The U.S. […]

2020 Financial Markets Update

What Do the Sudden Social Security Changes Mean for You?

December 7, 2015

In a closed door session at 3 am, two significant changes to Social Security were hidden in the fine print […]

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College Bound and Beyond: College Planning for Your Children

October 16, 2014

College planning is stressful for students and parents alike. Whether it’s finding the right school or figuring out how to […]

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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 […]

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Transferring Wealth While Avoiding “The Age of Entitlement”

May 1, 2011

A conversation with SHARON LECHTER, co-author of Rich Dad, Poor Dad and the Rich Dad series of books, and MELISSA […]