All Posts Tagged: Jeff Hoffmann

Ask an Advisor: Roth or traditional IRA?

Jeff Hoffmann
Private Client Services
Middle-aged couple sitting with a financial advisor; woman is pointing to something on the open laptop.

If you’re contemplating which IRA is best for you, you’re already ahead of the game.

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How wealth management has changed since the financial crisis

Jeff Hoffmann
Private Client Services
Closeup on young professional woman with concerned & pensive look as she stares off to the side.

We’re seeing a fundamental shift in investment strategy that will remain well into the future.

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Infographic shows unique view into global charitable giving

Jeff Hoffmann
Private Client Services
Panel from the infographic depicting a global map.

The Bank of the West Wealth Management infographic presents key findings from the BNP Paribas Individual Philanthropy Index.

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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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