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So far alyssa has created 75 blog entries.

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

Your Money and the Election: Tips to Sustain You

Investors have faced a lot of uncertainty so far this year, particularly due to the pandemic, and it is not over yet. One reason is that Presidential election years, by definition, cause some concern about what might come next. We would like to reassure you by mentioning that research¹, from 1933 to the present, indicates [...]

Your Money and the Election: Tips to Sustain You2021-01-27T17:12:46+00:00

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-term2021-01-27T17:15:13+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 Prioritize2021-01-27T17:15:23+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 savings2021-01-27T17:15:35+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 Team2021-01-27T17:16:27+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