TrustWell Insights

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 […]
April 1, 2021

TrustWell’s Quarterly Market Review: Q1 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

Tanner’s Favorite Investment Account

An HSA (Health Savings Account) is a fantastic way to prepare for your future while also saving money on taxes!
February 1, 2021

3 Credit Score Myths

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 […]
January 1, 2021

TrustWell’s Quarterly Market Review: Q4 2020

By Brett Freese  Market Highlights: Stocks had a strong 4th quarter. US Small & Mid Cap stocks substantially outperformed US Large Cap. World Small & Mid […]
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