First Western Advisors

2011 NABCAP PREMIER ADVISOR

2011-09-16T10:09:00.006-06:00

CONGRATULATIONS FIRST WESTERN ADVISORS! It is our distinctive honor to congratulate your practice for their achievement and inclusion in the NABCAP Premier Advisors list in Utah Business Magazine November 2011. NABCAP is privileged to recognize an elite group of advisory practices in Utah. Your practice has been reviewed versus a long list of your peers from all industry channels and firms. Our

2011 FWA CUP Golf Tournament

2011-09-16T10:02:00.002-06:00

Thanks to everyone at FIRST WESTERN ADVISORS who helped to make our annual Golf Tournament a great success. A special thanks as well to our event sponsors, and to the many participants. You can see photos from the event at our facebook page.

Utah analysts foresee bleak investor outlook

2011-08-05T11:36:00.004-06:00

STEVEN OBERBECKThe Salt Lake TribuneWith plenty of fear and a lack of faith to go around, the huge sell-off that hit the nation's stock markets Thursday is likely to keep Utah investor in its grips for days or even weeks to come.. «More

American Diabetes Association: Tour de Cure 2011

2011-06-15T09:58:00.002-06:00

First Western Advisors participated in the American Diabetes Association's 2011 Tour de Cure, Salt Lake City. The event, which was held on June 11 in Brigham City, UT, raised money toward research for preventing and finding a cure for diabetes. To read more about the Tour de Cure, or to learn more about the ADA, visit www.diabetes.org.

"The Babe" Golf Tournament - 2011

2011-06-14T10:29:00.003-06:00

First Western Advisors participated in the 2011 "The Babe" Golf Tournament, honoring the Frances W. Burton Foundation. This year's tournament was held on June 6 at the Hidden Valley Country Club. Proceeds went to benefit programs that assist Utah cancer patients and improve their quality of life. Read the article here.

Generation Money: Animated Twins–Taylor and Tyler–Help Teens Learn About Finance

2011-06-13T11:15:00.000-06:00

FINRA Investor Education Foundation NewsletterJune 8, 2011The Foundation, in collaboration with the Consumer Federation of America and Channel One, launched Generation Money in January 2009 to help teach secondary school students about the power of interest compounding and other essential financial literacy concepts that students must understand as they begin to grow into their own financial

Are You Financially Fit? Follow Six Simple Strategies to Get and Stay Fit for Retirement

2011-06-13T11:11:00.000-06:00

FINRA Investor Education Foundation NewsletterJune 8, 2011Researchers at Florida State University examined how American households can become successful at managing and investing their incomes so that they are well prepared for retirement. They compared the personal financial learning experiences and management activities of households that were similar in terms of demographics. For instance, the

Utah-based First Western Advisors See Strong Growth as Investors “Go Local”

2011-04-20T10:44:00.001-06:00

–First Western Advisor grows 18.4% in 2010; 30% so far this year First Western Advisors (FWA), a financial services firm based in Salt Lake City, has seen significant growth over the last several years, despite an economy that decimated some of the top national firms. According to Gary Teran, FWA President and President and CEO, the company enjoyed an 18.4 percent revenue increase in 2010, and

Week in Review: March 21 - March 25

2011-03-31T09:32:00.002-06:00

By: Chad Christensen, VP of InvestmentsMarkets for the week:DOW +3%S&P +3%NASDAQ +3% Clients have become more and more concerned with global turmoil, and more especially the recent events in Japan and Libya. Many people are wondering what their next move should be. Our investment team focuses on many strategies as we “dig through the trenches.” But this week, I want to let you know of one

Week in Review: March 7 - March 11

2011-03-15T11:07:00.003-06:00

By: Steve Ballantyne, VP of InvestmentsMarkets for the week: DOW -126 -1.0% S&P -17 -1.3% NASDAQ -69 -2.5% Despite the earthquake that rocked Japan, markets still ended the week with a positive day. However markets were down for the week as tensions continue in the Middle East. Economic news here in the US continues to point to a strong economy but the markets short term focus is on

Investment Objectives and Risk Tolerance

2011-03-10T12:24:00.002-07:00

Have you ever wondered what the terms “investment Objective” and “Risk Tolerance” means? All investors have objectives or goals, such as seeking income, capital appreciation, (which includes growth and income and/or growth) or trading/speculating. All investors also have a risk tolerance, which is the amount of risk of loss they are willing and able to tolerate in order to seek their investment

Week in Review: February 28-March 4

2011-03-09T14:47:00.004-07:00

By: Trevor Stauffer, VP of InvestmentsMarkets for the Week:Dow: +4 0.3%S&P 500: +1 0.1%NASDAQ: +2 0.1%Last week was a bit of a roller coaster ride; as if we need more of that when it comes to the stock market and our money. The positive side to all of the volatility is the markets ended flat after having 1.5% negative swings. This continues to show that the markets are resilient.Reason for

Week in Review: February 14 - 18, 2011

2011-02-24T07:45:00.003-07:00

By: Steve Ballantyne, VP of InvestmentsMarkets for the week:DOW +118 1%S&P +14 1%NASDAQ +40 1.4%Markets continued their impressive upward march this week. Remember a few months ago when the markets would move 100 – 200 points in a day? I got to tell you that I have been enjoying the relative calm of the markets recently. I will be a happy man if this continues for a long time. 100%

Week in Review: February 7 - 11, 2011

2011-02-16T13:05:00.003-07:00

By: Steve Ballantyne, VP of InvestmentsMarkets for the week: DOW +268 1.5% S&P +18 1.4% NASDAQ +40 1.4% It was another strong week in the markets. Markets cheered as Egypt moved toward a resolution, and hopefully an end to the violence. There was not a lot of economic news this week as all eyes were focused on the

The New Cost Basis Regulations

2011-02-04T15:38:00.009-07:00