TrustWell Insights

June 1, 2024

Health Sharing as an Alternative to Health Insurance

By Tanner Doudna              Health expenses are often one of our largest monthly bills. Between insurance premiums, doctor’s visits, etc., it’s […]
May 1, 2024

Take Advantage of the Tax Attributes of Your Investment Accounts

By Bradley Miller Our goal of caring for our clients and delivering value drives us to work hard to understand their financial dreams and what concerns […]
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 […]
March 12, 2024
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March 1, 2024

Considering TrustWell?

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

Three Common Tax Penalties and Tips to Avoid Them

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

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 […]
December 1, 2023

2024 Contribution Limits and the Power of Compound Interest

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

Understanding How Dividends Work

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 […]
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