TrustWell Insights
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 […]
November 1, 2019
By Chris Daunhauer I’ve been a victim of identity theft twice since 2008. I can assure you (and my wife would agree) it’s no fun. We […]