TrustWell Insights
January 2, 2023
By Brett Freese 2022 was a very challenging year, but many great changes and opportunities are here and are coming. Over the last few decades for […]
December 1, 2022
By Chris Daunhauer I’ve been re-reading some of my old favorites lately. And discovering connections between authors and books that I’ve not seen before. I’ve been […]
November 1, 2022
By Tanner Doudna One of the deciding factors for many considering retirement is the available health insurance options. We often see people considering working until age […]
October 1, 2022
By Brett Freese What to do when a wise diversified portfolio plan that has worked for decades does not feel or look to be working now? […]
September 1, 2022
By Bradley Miller Over the past couple of years, we have seen substantial job turnover ever since COVID changed the entire job landscape globally. More employees […]
August 1, 2022
We are pleased to announce our latest addition to the TrustWell team: Bradley Miller, CFP®. Bradley has joined TrustWell after spending 10+ years in the financial […]
July 1, 2022
By Brett Freese Market Highlights: Worst first half of a year for investors since 1970. 1970??? I was born in August of that year. Therefore, I […]
June 1, 2022
By Tanner Doudna In 2017, the standard deduction was significantly increased in an effort to simplify taxes. With the standard deduction being as high as it […]
May 1, 2022
By Chris Daunhauer One of my all-time favorite clients died early last month (my mother-in-law) at age 95. After a few weeks to recover from that […]