Entrust Blog

Today’s investors increasingly seek more than just returns; they want their investments to reflect their values and contribute to a better world...

Spring is the perfect time to reset and reorganize your financial life. Just like the feel-good experience of decluttering your home, financial spring cleaning reduces stress as you identify areas...

It’s that time of year again—tax season! While the Eagles are headed toward the Super Bowl, let’s focus on another big kick-off— the official start of tax season: January 27th, 2025.

Your 401(k) can be either a trick or a treat depending on how you use it. Not funding your 401(k) is a trick that could jeopardize your financial future, while regular contributions are one of the best financial treats you can give yourself.

Behavioral finance always plays a big role when it comes to investor decision-making, but it becomes especially important during emotionally charged times—like presidential election years.

Inheriting money can be a life-changing opportunity and provide financial stability. On the other hand, it could lead to excessive spending, with a beneficiary quickly exhausting new-found wealth. When you inherit money, which result would you choose?

Written by: Joslyn G Ewart, CFP®, Jay Llewelyn, CFA® Telecom and Tech Telecom and Tech are the sectors driving the capital markets so far in 2024. Entrust investors benefit from these sectors due to their diversified portfolios—primarily in their positions invested in large company domestic stocks, mutual funds and/or ETFs. More specifically, of the large company stocks in these portfolios, companies that are actively pursuing generative AI research make up between 7 to 10% of the portfolio holdings. The ...

Retailers lose no opportunity to advertise and promote “discounts” for gift items, especially during the holidays...

The change to a new season often prompts us to adopt new habits or practices to better experience what matters most to us. This is reminiscent of our client conversations about what is most important to them in their lives, particularly when when change is desired...

The acceleration of cyber-fraud, often inflicted from afar at likely no risk to the perpetrator, is such a pervasive concern that one of our techie friends mentioned he had to have therapy to stop waking up at night worrying about whether his clients’ technical systems were as cyber-safe as humanly possible...