TrustWell Insights
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 […]
April 1, 2022
By Brett Freese Market Highlights: The major stock and bond indices were all down this past quarter (see “Market Scorecard” below). Gold was up 5.88% price […]
March 1, 2022
By Tanner Doudna Parents often ask us what type of account is good for their child’s savings. Whether they’ve received birthday money, chore money, etc. we […]