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So far alyssa has created 81 blog entries.

PART THREE – A Whole Lot Modern: Three Investment Pillars to Embrace Now

The first two articles in our series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, introduced investing with an Impact based upon one’s values, and investing with a sensitivity to ESG (Environmental, Social, Governance) concerns. Our discussion in article three: Investments with Impact and ESG will connect the two for investors while [...]

PART THREE – A Whole Lot Modern: Three Investment Pillars to Embrace Now2021-11-23T15:21:22+00:00

PART TWO – A Whole Lot Modern: Three Investment Pillars to Embrace Now

The article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, began with a focus on Investments with Impact, which feature an advocacy component in support of investors’ values. One example was a mutual fund that invests in the construction of solar farms. We continue by exploring Investments with ESG (Environmental, [...]

PART TWO – A Whole Lot Modern: Three Investment Pillars to Embrace Now2021-11-19T14:46:11+00:00

PART ONE – A Whole Lot Modern: Three Investment Pillars to Embrace Now

This article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, will focus on: 1) Investments with Impact, 2) Investments with ESG (Environmental, Social, Governance) analysis, and 3) Investments with Impact and ESG. Investors today have a growing interest in aligning their personal values with their financial goals. Such investors embrace [...]

PART ONE – A Whole Lot Modern: Three Investment Pillars to Embrace Now2021-11-17T16:15:48+00:00

The Drama of Wall Street

Where We Are The final week of September brought not only a change in season but also a change in sentiment. Additional stimulus measures, strong corporate earnings and well-received news from the Federal Reserve contributed to positive momentum through the early summer months. However, global capital markets ultimately disappointed in the third quarter, leaving [...]

The Drama of Wall Street2021-10-15T17:25:13+00:00

Beware the Boomerang: LE$$ONS FOR YOUR TEEN

September is the month many of us associate with “back to school.” September of 2021 is a singular back to school moment for many students who experienced an interruption to their in-person education due to the pandemic. Perhaps that makes this school year extra special and a good time to re-evaluate your child’s financial education. [...]

Beware the Boomerang: LE$$ONS FOR YOUR TEEN2021-09-17T17:06:13+00:00

The Seven Wonders of the World: Can you name the Eighth?

With all that the pandemic brought to our doorsteps, many of us put our travel plans on hold. However, travel is returning, which brings to mind the sights that are of interest. A short list might include visits to the Seven Wonders of the World. While you are testing yourself to see how many [...]

The Seven Wonders of the World: Can you name the Eighth?2021-06-29T01:30:43+00:00

Envision2bWell

Personal finances can become a stumbling block for many of us. As Joslyn G Ewart, Founding Principal of Entrust Financial LLC, describes in her podcast hosted by Gillian Johnson, COO for Envision2bWell, some straightforward planning accompanied by simple arithmetic can make a lasting difference in achieving our most important financial goals, even when planning [...]

Envision2bWell2021-05-03T16:04:50+00:00

Up Up and Away

If you are like most investors, you would like perspective on how financial market trends may affect your portfolio of investments. For user-friendly commentary, please enjoy the quick read and chart following. As always, our Entrust advisors welcome the opportunity for a conversation. Entrust Financial LLC® Market Commentary for the First Quarter, 2021 Following [...]

Up Up and Away2021-04-21T19:58:35+00:00

What you need to know about SBN’s new retirement membership benefit

BY SBN MAR 24, 2021 Your business’ health and well-being are essential to our local economy. Following a year that exhausted whatever savings many businesses had, and exacerbated long-standing economic inequities, SBN wants to see your business grow and thrive while making sure that you and your employees are protected. Through the help of [...]

What you need to know about SBN’s new retirement membership benefit2021-03-30T14:41:07+00:00

The Wild Ride of 2020

The year 2020 was a wild ride on many levels, which may make the December holidays more meaningful and enjoyable than ever. We certainly hope that yours are, and that like our Entrust team, you are focused on an excellent year to come in 2021. To enhance your celebrative spirit of the season right [...]

The Wild Ride of 20202020-12-18T16:38:11+00:00