TrustWell Insights
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 […]
June 1, 2023
By: Bradley Miller I can recall the day I turned 16 years old, and my dad strongly suggested (forced) me to get a job at our […]
May 1, 2023
By Chris Daunhauer I traveled west to Texas last month to spend some time with a friend that my wife and I have come to know […]
April 1, 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 […]
March 1, 2023
By Tanner Doudna We are firm believers that everyone should have an emergency fund. As much as we all may like to plan out our finances, […]
February 1, 2023
By Bradley Miller Experiencing the birth of a child is one of the most exciting times in one’s life. You feel an overwhelming sense of love […]
January 6, 2023
By Tanner Doudna At the very end of 2022, the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law. Overall, I […]