Recent News

• 03.27.2026 - Income Smoothing Strategies for High-Net-Worth Retirees
• 03.26.2026 - First Western Trust’s Retirement Services Team Named One Of The Nation’s Top Defined Contribution (DC) Advisor Teams By the National Association of Plan Advisors (NAPA) in 2026
• 03.23.2026 - Week in Review: March 20, 2026
• 03.18.2026 - Why Affluent Families Are Using Luxury Real Estate to Transfer $4.6 Trillion in Wealth
• 03.16.2026 - Week in Review: March 13, 2026
• 03.12.2026 - The Strategic Power of Wyoming Trusts for Lasting Legacy
• 03.10.2026 - March 2026 Market Commentary
• 03.09.2026 - Week in Review: March 9, 2026
• 03.02.2026 - Week in Review: March 2, 2026
• 02.23.2026 - Week in Review: February 20, 2026

Recent Filings

• 02.27.2026 - 10-K Annual report [Section 13 and 15(d), not S-K Item 405]
• 02.24.2026 - EX-99.1 EX-99.1
• 02.24.2026 - 8-K Current report
• 02.17.2026 - SCHEDULE 13G/A Statement of Beneficial Ownership by Certain Investors
• 02.17.2026 - SCHEDULE 13G/A Statement of Beneficial Ownership by Certain Investors
• 02.05.2026 - 4 Statement of changes in beneficial ownership of securities
• 02.04.2026 - 4 Statement of changes in beneficial ownership of securities