TrustWell Financial Advisors

06/02/2026

We hope you enjoy our June newsletter in which Bradley details the power of rebalancing. With such a great run in the markets these past few years, it may be time to use some of his guidance to rebalance your portfolio.

https://trustwellfa.com/investing-strategies/the-power-of-rebalancing/

05/21/2026

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05/14/2026

In our Kingdom Advisors meeting this morning we got to hear from Jeff Haanen, Jason Malec, and Albert Chen who dove deep into AI. The tools at our disposal are ever-improving, but as one of our attendees reminded us today, AI's knowledge pales in comparision to God's!

05/01/2026

Welcome to May! This year is flying by. We hope you enjoy Chris' newsletter in which he shares an extra layer of security you can add to your tax return.

https://trustwellfa.com/tax-strategies/extra-security-for-your-federal-tax-return/

04/09/2026

As always, Jim Wise shared some great wisdom this morning with us during our Kingdom Advisors study group. He reminded us that we all must be careful, as we personally become more successful, that we do not follow in Saul's footsteps of bringing glory to self rather than God.

04/05/2026

The tomb is empty! Happy Easter to you and your loved ones!

04/02/2026

In our April newsletter, Brett reviews some of the world events and shares the mixed results in the various markets. We hope you enjoy a wonderful Easter!
https://trustwellfa.com/quarterly-market-reviews/quarterly-market-review-april-2026/

03/12/2026

We enjoyed hearing from John Cortines this morning at our monthly Kingdom Advisors study group. He gave a great illustration about building a financial house based on God's Word. Walls of gratitude, contentment, trust and love that will protect us from attacks of the enemy!

03/03/2026

In our March newsletter, Tanner shares a helpful tip for creating a Time Plan for your retirement!
https://trustwellfa.com/personal-family-finances/having-a-time-plan-for-retirement/

02/03/2026

In this month's newsletter, Bradley dives into some additional benefits of Roth conversions. We hope you enjoy it!

https://trustwellfa.com/tax-strategies/the-benefits-of-roth-conversions-for-you-and-your-loved-ones/