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2020 Financial Markets Update

2020 Financial Markets Update

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 […]

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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 […]

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How To Protect Your Family Business in a Divorce

February 10, 2017

Regional President Dan Thompson, CFP®, recently wrote an article for MarketWatch, discussing how you can protect your family business during […]

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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 […]

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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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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 […]

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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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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. […]

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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 […]

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Introducing the Four Dimensions of Wealth

June 28, 2016

It’s a simple truth that many wealth management firms overlook. When our clients talk about wealth, they are talking about […]