TrustWell Insights
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 […]
July 1, 2020
By Brett Freese Market Highlights: Stocks had a very strong 2nd quarter. Interesting note: US Large Cap stocks underperformed US Small & Mid Cap, Emerging Markets, […]
June 1, 2020
Tanner dives into the basics of estate planning including his “big four”.
May 1, 2020
By Chris Daunhauer A client reached out to me recently seeking guidance on a choice she did not know she would have to make – “I’ve […]
April 1, 2020
By Brett Freese Market Highlights: Stocks had a very weak 1st quarter in both the US and Internationally. Interesting note: US Large Cap stocks outperformed US […]
March 1, 2020
At the end of 2019 the SECURE Act was passed into law. There are some major changes to financial planning that Tanner highlights, with both pros […]
January 29, 2020
By Chris Daunhauer TrustWell’s clients who are subject to RMD rules are increasingly using qualified charitable distributions (QCDs) to make annual charitable gifts directly from their […]
January 1, 2020
By Brett Freese Market Highlights: Stocks had a strong 4th quarter in both the US and internationally. Interesting note: Small Cap stocks slightly outperformed Large Cap […]
December 1, 2019
Insurance is a big part of your financial life now and it always will be. In this video Tanner compares insurance to defense in sports and […]