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 who [...]
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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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
At Entrust Financial, we are often asked what our services are. We understand this question because financial lives today can have many moving parts, parts that often overlap and are complicated and confusing. Clients and friends who know us at Entrust are aware that we love every little detail of financial complexity and are [...]
It is easy to be daunted by the need to save for retirement. For starters, your retirement savings plan requires setting goals, determining timelines for achieving them and the acceptance of investment risk, so that your invested retirement accounts may appreciate. However, aiming to secure your retirement does not stop there. The next step [...]