TrustWell Insights
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 […]
July 2, 2018
Gary often shares the path that brought him into the financial services industry. While working in a family business, Gary engaged a CERTIFIED FINANCIAL PLANNER™ professional […]