TrustWell Insights
April 1, 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 […]
March 1, 2024
We are so thankful for all the friends and family that you and other clients have referred to us over the years! We understand the next […]
February 1, 2024
By Chris Daunhauer Benjamin Franklin told a friend in a letter that there’s nothing really certain in life except “death and taxes.” Franklin’s famous claim has […]
January 2, 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 […]
December 1, 2023
By Tanner Doudna The IRS recently announced the new, higher contribution limits for 2024. While reviewing some of the changes, I thought it would be wise […]
November 1, 2023
By Bradley Miller There seems to be a misconception for investors when it comes to how dividends actually function; most people assume dividends are free money […]
October 2, 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 […]
September 1, 2023
By Christopher Daunhauer I’ve had several clients in the past year mention in passing that they would enjoy giving significant amounts to their children or grandchildren […]