TrustWell Insights
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 […]
January 3, 2022
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
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
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
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
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
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
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
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 […]