Understanding Socially Responsible Investing
At First Western, we know that you care about more than just the balance in your investment portfolios. When you invest, you consider risk, the long-term benefits to your family,…
Category: Finance
Treasury Management: What It Is and Why It Matters
Cash flow is one of the most important aspects of managing any business — according to one study, more than 80 percent of businesses that fail owe their failure to…
How to Protect Your Business From Cyber Attacks
In May of 2021, the Colonial Pipeline on the East Coast was hacked, resulting in a gas shutoff that caused panic buying and shortages across the eastern half of the…
House Democrats Incentivize Sustainable Investing With New Legislation
In an effort to mandate socially responsible investing in retirement savings strategies, Rep. Andy Levin, D-MI, introduced two new bills in December 2020: The Sustainable Investment Policies Act (SIPA) and…
The GST Tax on Non-Exempt Trusts: What Your Family Needs to Know
If you’ve put any thought into estate planning, you’ve no doubt run into the acronym GST. It stands for “generation-skipping transfer,” and it applies when grandparents leave money to their…
Angus Bohanon | Portfolio 