Quarterly Market Reviews

October 1, 2024

Quarterly Market Review: October 2024

By Brett Freese What you focus on expands!  Both my boys are currently attending college and away from home.  However, while they lived at home there […]
July 1, 2024

Quarterly Market Review: July 2024

By Brett Freese Return on Life There is no denying that investment returns over a long period of time impacts one’s level of success in achieving […]
April 1, 2024

Quarterly Market Review: April 2024

By Brett Freese Investing requires a level of well-reasoned hope in light of more questions than answers.  This challenge has been true of every year and […]
January 2, 2024

Quarterly Market Review: January 2024

By Brett Freese When most investors are pricing in a “down economy” and a “down market”, we get set up for the opposite to happen.  That […]
October 2, 2023

Quarterly Market Review: October 2023

By Brett Freese August and September are historically challenging months for stocks and this year was no exception.  The surprise has been in longer-term bond yields […]
July 4, 2023

Quarterly Market Review Q2 2023

By Brett Freese Going into April this year, most investment professionals, news sources, and investors were bearish or at best concerned about stocks (anticipating some big […]
April 1, 2023

Quarterly Market Review April 2023

By Brett Freese What an interesting start to 2023 – The Fed continued interest rate hikes, a few banks failed, and US Large Cap growth stocks […]
January 2, 2023

TrustWell’s Quarterly Market Review: Q4 2022

By Brett Freese 2022 was a very challenging year, but many great changes and opportunities are here and are coming.  Over the last few decades for […]
October 1, 2022

TrustWell’s Quarterly Market Review: Q3 2022

By Brett Freese What to do when a wise diversified portfolio plan that has worked for decades does not feel or look to be working now?  […]
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