TrustWell Insights
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 […]
February 1, 2022
By Chris Daunhauer The writings of a Jewish philosopher, astronomer, and physician who lived more than 800 years ago have been on my mind lately. There’s […]