TrustWell Insights

April 1, 2022

TrustWell’s Quarterly Market Review: Q1 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

Making the Most of Your Kid’s Savings

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

The Giving Ladder – Middle Ages Wisdom Rediscovered

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 […]
January 3, 2022

TrustWell’s Quarterly Market Review: Q4 2021

By Brett Freese Market Highlights: Stocks were curiously lopsided in performance in the last quarter of 2021. Interesting notes: US Large Cap stocks greatly outperformed US […]
December 1, 2021

Important Financial Changes to Consider From the Build Back Better Act

By Tanner Doudna Update: As of 12/21/2021, this bill has been tabled until January 2022 at the earliest. The Biden Administration is currently working to pass […]
November 1, 2021

Is a VA Mortgage Always Better For Borrowers Who Qualify For One?

By Chris Daunhauer A benefit of serving (or having served) in the US military is that such service usually qualifies a person to buy a home […]
October 1, 2021

TrustWell’s Quarterly Market Review: Q3 2021

By Brett Freese  Market Highlights: Stocks had a flat to slightly negative 3nd quarter. Interesting notes:  US Large Cap stocks continue to outperformed US Small Cap.  […]
September 1, 2021

Financial Perks of Being a Costco Member

By Tanner Doudna One way many people can save on groceries is by buying in bulk. When you are willing to commit to buying 40 individual […]
August 1, 2021

Keeping Your SSN Confidential

By Chris Daunhauer When I was a boy, I sometimes asked my grandfather to tell me stories from his time in the Pacific in WW2.  On […]
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