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So far alyssa has created 70 blog entries.

Retirement Security in a Pandemic, III: Invest for the long-term

Part Three of Three Joslyn G Ewart, CFP® — September 15, 2020 There may be no better starting place for a discussion of Retirement Security in a Pandemic, III: Invest for the long-term, than a refresher regarding the marshmallow test. The marshmallow test was a study on delayed gratification led by Stanford University professor, [...]

Retirement Security in a Pandemic, III: Invest for the long-term2020-09-15T15:25:17+00:00

Retirement Security in a Pandemic, Part Two: Plan and Prioritize

Part Two of Three Joslyn G Ewart, CFP® — August 4, 2020 It is not uncommon for considerations of retirement security to begin with a debate about the capital markets: Will they go up or will they go down? This focus—just as you are trying to plan your retirement savings, establish your retirement date, [...]

Retirement Security in a Pandemic, Part Two: Plan and Prioritize2020-09-15T15:16:40+00:00

Retirement Security in a Pandemic, Part One: Lead with savings

Part One of Three Joslyn G Ewart, CFP® — July 14, 2020 A nugget of wisdom that Warren Buffet has passed along more than once offers the perfect introduction to our discussion about retirement security: You only find out who is swimming naked when the tide goes out. In other words, any investor whose [...]

Retirement Security in a Pandemic, Part One: Lead with savings2020-09-15T15:17:10+00:00

Get to Know the Entrust Team

Our team at Entrust Financial works hard to assist our clients in managing their finances and making sure their money works as hard as they do. We are an independent firm with a strong commitment to providing objective, customized advice and we adhere to the fiduciary standard of always putting our clients’ best interests before [...]

Get to Know the Entrust Team2020-06-22T20:42:43+00:00

Free Sounds Good Right About Now

Uncertainty continues to be a primary characteristic of our current experience, as it has been since the beginning of the spring season. And if you are like many of us, this uncertainty may be causing financial questions to swirl in your mind. We have answers and as our Entrust clients know, we have a [...]

Free Sounds Good Right About Now2020-06-17T21:11:42+00:00

5 Rules to Live by During a Pandemic

For the past twelve weeks, we have provided weekly perspective about the medical and financial crises that struck in the early spring. As the nation segues from sheltering-in-place to heading back to some normal activities, many of us face a similar concern: What can we do to minimize our risk from the pandemic? This [...]

5 Rules to Live by During a Pandemic2020-06-10T16:49:04+00:00

Retirement on Your Mind?

Your 401(k) Plan: Business that’s Personal Over the past couple of decades, “401(k)” has become the catchall term for retirement savings. As financial advisors, we at Entrust could not be more pleased that 401(k) plans are widely familiar. After all, clients want a comfortable income during retirement, just as they do while working, and [...]

Retirement on Your Mind?2020-03-09T21:31:52+00:00

Capital Market Perspective You Need Now

The surge in cases of the COVID-19 resulted in a sweeping reaction last week in the capital markets. Three market indicies that are familiar to many individual investors—The Dow Jones Industrial Average (The Dow), S&P 500, and Nasdaq—fell 10 % or more, the largest weekly loss since the 2008 financial crisis. Fears of a [...]

Capital Market Perspective You Need Now2020-03-02T18:04:39+00:00

3 Confidence-Inspiring Economic Facts from the Top

We often hear news reports about decisions of the FOMC (Federal Open Market Committee) but are rarely in the presence of a committee member to learn about the goals and work of the group. Kudos to the Forum of Executive Women for hosting Lara Rhame, Chief U.S. Economist for FS Investments, interviewing Loretta [...]

3 Confidence-Inspiring Economic Facts from the Top2020-02-20T03:06:52+00:00

Taxes on Your Mind?

Good News, Bad News for Your Retirement Accounts: The SECURE Act If you own a retirement account, you could experience good or bad news in the year ahead due to the recent passage of the “SECURE Act.” Good News If you have not yet been required to begin distributions from your retirement account(s) (the [...]

Taxes on Your Mind?2020-02-05T19:58:52+00:00