TrustWell Financial Advisors

A Labor Day Perspective:

Most people spend 40 years building a career.

Far fewer spend 40 years building a plan for what comes after it.

Retirement isn't something that happens at age 65.

It's something that's built decision by decision:
• saving a little more
• investing consistently
• avoiding costly mistakes
• staying focused when markets become noisy

This Labor Day, celebrate your work. Don’t forget to celebrate your future too.

IPOs can feel like a front-row seat to the next big market story—but the hype comes with real risks. This guide shows how to approach them with excitement, patience, and a disciplined game plan.
https://trustwellfa.com/investing-strategies/a-gameplan-for-initial-public-offerings/

In our Kingdom Advisors study group this morning, we got to hear from Ron Blue and Cody Hobelmann. They reviewed many of the benefits of giving. At TrustWell, we heavily encourage charitable giving, and take pride in optimizing your giving with various tax strategies!

Trump Accounts offer free money and a retirement head start for kids—but the fine print matters. Before jumping in, families should understand the tax rules, tradeoffs, and alternatives. https://trustwellfa.com/personal-family-finances/an-overview-of-trump-accounts/

We got to spend some time this morning hearing from John Coleman at our Kingdom Advisors study group. He provided some great Biblical insights on building a financial life with purpose!

Happy 4th of July!

We hope you enjoy Brett's recap of the second quarter of 2026! There was a great recovery in stocks, exciting IPOs, and more!

https://trustwellfa.com/quarterly-market-reviews/quarterly-market-review-july-2026/

We really enjoyed Peter Greer's message and our discussion this morning at our Kingdom Advisors study group. He talked about how leaders, both Biblically and today, often don't finish well. This tends to slowly happen over time, but a clear destination and intentionality can help avoid drifting!

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/

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