TrustWell Insights
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 […]
July 19, 2023
By Tanner Doudna As a team, we have put together a “roadmap” for anyone and everyone to use along their financial journey. This guide is more […]
July 4, 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 […]