TrustWell Insights
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 […]
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, […]