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 […]
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. […]
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. […]
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 […]
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 […]
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 […]
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 […]