TrustWell Insights
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 […]
January 1, 2021
By Brett Freese Market Highlights: Stocks had a strong 4th quarter. US Small & Mid Cap stocks substantially outperformed US Large Cap. World Small & Mid […]
December 1, 2020
To get comfortable with investing, Tanner encourages you to take a look back at the historical returns of investing. You will see some great years, some […]
November 1, 2020
By Chris Daunhauer Mark Twain (or was it Will Rogers?) is purported to have said, “The thing about investing in land is that they aren’t making […]
October 1, 2020
By Brett Freese Market Highlights: • Stocks had a strong 3rd quarter. Interesting note: US Large Cap stocks outperformed US Small & Mid Cap, and Emerging […]
September 1, 2020
Determining what age you should start taking Social Security is not an easy decision. In Tanner’s video below he will be discussing some of the pros […]
August 1, 2020
By Chris Daunhauer Six out of ten American households give to charity each year. Americans give almost 7x as much money per person as Europeans and […]