TrustWell Insights
April 1, 2019
By Brett Freese Highlights Federal Reserve: In our Q4 2018 Quarterly Market review I wrote: “No major inflationary pressures as of yet and I am a […]
March 1, 2019
By Tanner Doudna Roth conversions can be a powerful tool in the right financial situation as a way to increase someone’s net worth in the long-run. […]
February 1, 2019
By Chris Daunhauer Most taxpayers will find that the tax return they sign and submit for tax year 2018 (the one that’s due by April 15, […]
January 1, 2019
By Brett Freese Highlights Federal Reserve: On 12/19/18 The Federal Open Market Committee continued to raise short term rates on a managed plan. There are no […]
December 1, 2018
By Tanner Doudna Throughout our years of serving clients, we have helped people with many different questions they have. From which credit card to pay off […]
November 1, 2018
By Tanner Doudna As the end of the year draws closer, holiday celebrations with friends and family begin. During this time many of us experience some […]
October 1, 2018
By Brett Freese Highlights Global Trade Policy and Discussion: Regardless of your political bent, the trade discussions and policies have been “interesting” to say the least. […]
September 1, 2018
By Chris Daunhauer Since 2007 I’ve been a semi-serious hiker. Usually for a 5 to 7 days at a time and usually on the Appalachian Trail. […]
August 1, 2018
Throughout our 30+ years of financial planning, we have committed to principles that hold steady through the ups and downs of the stock market. We believe […]