TrustWell Insights

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 […]
July 1, 2021

TrustWell’s Quarterly Market Review: Q2 2021

By Brett Freese Market Highlights: Stocks had a great 2nd quarter. In a reversal of the 1st quarter’s “Value Stock” leadership growth stocks outperformed value stocks […]
June 1, 2021

The Roth Conversion “Golden Window”

By Tanner Doudna I am a big fan of Roth conversions. Not only do you control the rate at which you pay income tax, but once […]
May 1, 2021

Correcting Errors on your Credit Reports

By Chris Daunhauer Following up on a previous TrustWell Insights post….and with great help from myfico.com…here are some ways to improve your credit score by correcting […]
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