Insights into philanthropy: Our latest global survey

Jeff Hoffmann
Private Client Services
Green field with a few large, white wind turbines on it - beneath cloudy sky.

According to our most survey of philanthropic activity, there is a great sense of urgency and optimism for charitable giving.

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How business owners can protect wealth, plan for the future

Jeff Hoffmann
Private Client Services

A succession plan and a wealth plan not only help protect wealth; they could reduce risk to your portfolio.

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7 investment tips to consider in 2014

Wade Balliet
Posted by Wade Balliet
Investment Strategy

In January, the Investment Advisory & Management team (IA&M) of Bank of the West’s Wealth Management Group issued its 2014 outlook, and these are among the top tips for investors.

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Top 10 investment signposts to watch for in 2014

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Closeup of pillars on exterior of Federal Reserve building

The U.S. economy shows signs of an active sustainable recovery for the first time in six years, with steady growth anticipated as international markets continue to break through their slumps.

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