TrustWell Financial Advisors

09/02/2026

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/

08/13/2026

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!

08/03/2026

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/

07/09/2026

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!

07/04/2026

Happy 4th of July!

07/02/2026

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/

06/11/2026

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!

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

https://www.indeed.com/job/client-service-associate-304c00242409c65b

Apply for the Client Service Associate job in Jacksonville, FL! Learn more about the job description, salary, and job details to see if you qualify on Indeed today.

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!