Entrust Blog

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...

Good news abounded during the second quarter, with many factors contributing to the overall positive results. The Information Technology sector dominated the equity markets in the U.S., helped in large part by exciting advances in artificial intelligence...

Another year is upon us, complete with new personal goals and plans to fulfill former ones. For any investor who spent a lot of time stressing over the volatile capital markets last year...

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 identifying important distinctions. The socially responsible considerations presented previously may seem similar, but they are distinct. For instance, if an investor is interested in ...