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 […]
May 1, 2021
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 […]
April 1, 2021
By Brett Freese Market Highlights: Stocks had a “good” 1st quarter. Interesting notes: There was a shift from growth stocks to value. US Small stocks outperformed […]
March 1, 2021
An HSA (Health Savings Account) is a fantastic way to prepare for your future while also saving money on taxes!
February 1, 2021
By Chris Daunhauer Myth #1 – Your credit score is the best indicator of your financial health It’s not. Your credit score is a number that […]