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 […]
October 2, 2019
By Brett Freese Market Highlights: Stocks had a mixed quarter with US Large Cap holding on to some gains US Bonds had a strong quarter in […]
September 1, 2019
One of the reasons people invest is to attempt to keep up with the increased costs of goods and services known as inflation. In Tanner’s latest […]
August 1, 2019
By Chris Daunhauer Investing Basics The fundamental action in investing is simple – deferring consumption that we could do today so that we will have more […]