Should You Become an Angel Investor?
February 4, 2020
As you accumulate wealth, the question of what to do with your money starts to loom large in your head. […]
Should You Help Your Kids or Grandkids Buy Their First Home?
July 3, 2017
Parents and grandparents often look for ways to provide more financial support to their families. While helping with education costs […]
Department of Labor Grants 60-Day Delay of Fiduciary Rule
June 15, 2017
By: Empower Retirement legislative and regulatory affairs The U.S. Department of Labor’s (DOL) fiduciary rule redefining “investment advice for a […]
This may be the biggest financial mistake millennials are making
May 25, 2017
Director of Retirement Consulting Services, Paula Hendrickson, and ERISA Consultant, Eileen Shaw, write for Marketwatch.com, a part of the Wall […]
Introducing a Series of Service Enhancements
October 24, 2016
We’re excited to announce a series of service enhancements! We understand that your busy schedule doesn’t always fit into the typical […]
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 […]
Who Is in Charge when You No Longer Are?
September 26, 2016
L. William Schmidt, Jr. Senior Trust Officer Usually, the primary focus of estate planning is preparing for the disposition […]
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. […]
When Dementia Threatens Your Money
August 25, 2016
The number of Americans suffering from Alzheimer’s and dementia is expected to rise as Baby Boomers and Gen Xer’s age. […]
When Clients Divorce, So Should Advisers
August 12, 2016
First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest […]