Entrust Blog

  • From Paris to the pump, energy impacts nearly every part of daily life—from travel costs and inflation to transportation and sustainability. Ahead of a trip to France and the French Open at Roland-Garros, Joe Martinez explores how Europe’s approach to energy efficiency and infrastructure offers a different perspective on global energy challenges.

  • Tax season is over, and it’s tempting to move on. But this is one of the best windows of time in the year to plan ahead. Your financial numbers are fresh, your situation is clear, and small moves now can make a meaningful difference by next April. From reviewing your returns to maximizing tools like 529 plans, HSAs, and charitable giving strategies, a few simple steps today can help make next tax season more efficient, less stressful—and possibly less expensive.

  • Early financial guidance can shape a lifetime of better decisions. In a recent session with students at Temple University’s Boyer College of Music and Dance, we explored how to think long-term, align finances with personal values, and build a strong financial foundation from the start.

  • For many couples, avoiding financial conversations feels easier than planning together. They rationalize, “There will always be plenty of time to address our finances later, right?” And by postponing the discussion, they may bypass feelings of discomfort or vulnerability.

  • Confidence in today’s financial environment isn’t about choosing between growth or protection—it’s about balance. A recent LinkedIn poll revealed that investors are equally focused on growing investments, protecting wealth, and seeking a second opinion on their plan.

  • Charitable intention is not just about numbers; it’s about values, purpose, and making a meaningful impact. What surprises many is that thoughtful giving can also support your own financial well-being.

  • I’m sure you, or someone you know, are one of the millions of borrowers with student loans. With loan repayment back in focus, you may wonder, “Should I stick to the standard payment schedule or find a way to pay my loans down faster?”

  • Whether you’re in your 20s making your first investment, in your 40s balancing family and career, or in your 60s planning your next chapter, the best time to map out your financial future is now. Planning isn’t about predicting the future — it’s about being ready for it.

  • Summer vacations are for relaxation, but they can also be a prime time for cyberfraud. For instance, connecting to a hotel Wi-Fi may seem harmless, but it can inadvertently put your personal and financial information at risk.

  • At the heart of a strong investment strategy is diversification through asset allocation. And behind every thoughtful allocation are three pillars that help keep your portfolio resilient: Risk Tolerance, Time Horizon and Investment Objectives.

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