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2020 Financial Markets Update

First Western's Trust's ConnectView

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 […]

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Another Lesson from Prince’s Death: You May Want to Bank Your DNA

June 21, 2016

Should wealthy individuals putting together their estate plan take DNA tests and keep the results in a secure and admissible […]

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After a Divorce, How to Talk to the Kids about Money

May 26, 2016

In a recent article for MarketWatch, First Western Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes about how parents who are […]

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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. […]

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Build a Strong Asset Protection Plan with Wyoming Trusts

August 25, 2015

With more than 100 million lawsuits filed in US state courts every year, it’s no wonder that business owners, doctors, […]

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Strategies: How You Can Cash in on Cash Balance Retirement Plans

April 1, 2015

Retirement concerns everyone. How much is enough? How do I maintain my current lifestyle after I finish working? For successful […]

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Year-End Wealth Planning Strategies Webinar

November 20, 2014

With 2015 just 6 weeks away, it’s important to take a look at your finances and determine which year-end tax and […]

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Planning for a Business Ownership Transition

November 13, 2014

In our 2014 Connecting Generations event, we welcomed Lisa Clay, CFO of Advance Tank and Construction; Brad Florin, a lifelong […]

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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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Starting Legacy Conversations with Your Kids

September 5, 2014

By Jim Sprout In our last Connecting Generations newsletter, we discussed the importance of having legacy conversations with your children. […]