Brandon Opre, CFP® @TrustTreeFin
Just a family man with a business. And 25+ yrs experience helping people work toward financial freedom. TrustTreeFinancial.com Huntersville, NC Joined December 2016-
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CHART OF THE WEEK: Norway leads the world in EV adoption, accounting for 92% of all new car sales last year.
Great article in the WSJ this morning comparing home equity loans versus lines of credit: wsj.com/buyside/person…
For many, the dream of "retirement" may be endless relaxation and being free from work. But the reality is often more complicated. We discuss what else is important besides the money part... trusttreefinancial.com/the-power-of-p…
STAT OF THE WEEK: More than 26% of car owners trading in their vehicle have negative equity in the vehicle. This historically high number means people are carrying significant debt into their next vehicle. Source: edmunds.com/industry/press…
STAT OF THE WEEK: 18% is the projected growth in employment of mental-health counselors by 2033, according to the U.S. Bureau of Labor Statistics. A growing industry!
With the recent passing of the One Big Beautiful Bill, we've been combing through 900 pages to examine the impact to clients. This piece is not all-inclusive, but rather a quick take on the bill, including some provisions that are set to expire soon. trusttreefinancial.com/new-tax-and-po…
STAT OF THE WEEK: The recent OBBBA bill doubled the withdrawal limit from 529 plans for K-12 expenses to $20k per student annually (and also expanded the definition of "eligible expenses").
STAT OF THE WEEK: Only 25% of meals sold by restaurants are consumed on premises. The other 75% are delivery orders according to the National Restaurant Association.
Here's to an icon, Warren Buffett, poised to retire at age 95 this year. Many of his success secrets will provide invaluable guidance to investors for many years to come. Here's some of my favs. trusttreefinancial.com/timeless-wisdo…
CHART OF THE WEEK: Source: bloomberg.com
STAT OF THE WEEK: $12,296 is the average total cost to own and operate an automobile in 2024 (roughly 30% higher than a decade ago). Source: WSJ, U.S. Bureau of Labor Statistics
Tis the season for recent college grads! It might also be a good time to figure out what to do with any leftover 529 plan money. Here are some ideas... trusttreefinancial.com/what-to-do-wit…
STAT OF THE WEEK: Friday the 13th market returns have been better than most other trading days. Over nearly 100 years of data, we've seen .09% gains on Friday the 13th, compared to other daily averages of .03%. axios.com/2025/06/13/fri…
A client recently asked me if an HSA (Health Savings Account) was a good option for them. With many benefits, HSAs are very powerful yet often underutilized. Here's what you need to know... trusttreefinancial.com/should-you-be-…
CHART OF THE WEEK: Note, in Q1-2025, credit card balances 90+ days delinquent climbed to 12.3%, the highest since 2011. Student loan delinquencies also spiked.
With the rise of social media “finfluencers,” more people are seeking financial advice online. This advice is hard to parse - what is helpful and what is wrong? I discuss this trend here... trusttreefinancial.com/the-age-of-the…
CHART OF THE WEEK: A legend...
STAT OF THE WEEK: According to the American Society of Plastic Surgeons (ASPS), the number of facelift patients in 2023 aged between 20-29 and 30-39 each jumped by 7% compared to the previous year, while those from the 40-54 age group grew by just 3%. Source: CNN
US stock market lost ground, international markets surged. We saw strong performance from companies in China, Germany, and the Eurozone markets. Investors diversifying their equity exposure internationally were rewarded Read my full Q1 market commentary: trusttreefinancial.com/q1-2025-brando…
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