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The economy’s complex and markets are always changing. Interest rates are at historic lows, but that may not last if the Fed raises rates. A mortgage might be a good investment today, but rising house prices might make it a poor investment tomorrow. And how do you know if the growth in housing prices is sustainable, or if it’s a bubble that’s going to burst?

Even without taking fluctuating markets into consideration, finance is a complex topic. What sort of retirement account should you invest in? How could a divorce affect your financial future?

Unfortunately, the media’s not always a reliable source of information on this topic. You need advice from a professional financial analyst, not a journalist who’s chasing ratings.

We put together this wealth management blog to answer your questions.

Our subject matter experts are committed to providing you with information on current events and trends in our wealth management and private banking blog posts, articles, webinars, white papers, and video content. Here you can read through a collection of recent thought leadership content as well as news about our company and our associates. With our experts keeping you informed, you are better prepared to reach your financial goals.   

Use the search to navigate our banking blog topics to find the information you are looking for.

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2012 Year in Review: Insights from our leaders
  • December 10, 2012

As 2012 comes to a close, there is a significant question about what the markets will bring for investors in the coming year. With the impending fiscal cliff and uncertainty in the global market, current trends such as decreased investing and the Generation Skipping Transfer Tax may yield insights onto what the financial markets could expect for next year.

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Lifetime Gift Tax
  • November 19, 2012

On December 31st, 2012, the lifetime gift tax exemption is set to expire. Upon expiration, the gifting amount will decrease from $5.12 million per person…

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2012 Year End Tax Strategies
  • November 8, 2012

First Western Trust cannot provide tax advice. Please consult your tax advisor for guidance on how the information contained within may apply to your specific situation.

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Elections, Easing, Europe and Equities
  • October 5, 2012

First Western Trust’s Chief Investment Officer, Warren Olsen, shares his perspective on the current political environment, the economic effects of quantitative easing, and the impact…

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Tax Planning Strategies
  • October 5, 2012

Although income tax planning is difficult during this time of uncertainty, taxpayers find themselves enjoying relatively favorable tax rates and rules for the remainder of…

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Preparing for 2013 Tax Increases
  • October 5, 2012

Unless legislative action occurs before December 31, 2012, the conclusion of this year will mark an end to what has been a historically low tax environment.…

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