Entrust Blog

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 a record-breaking year, capital markets continued their rally through the first quarter of 2021. Factors such as increased vaccine distribution combined with additional government stimulus ...

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 our partner and member Entrust Financial, we are launching 401(k) retirement options to the diverse local independent businesses in our network that also invest in social ...

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 now, however, please enjoy this Temple University Holiday concert. We believe you will agree with our assessment that the Temple student musicians rock! Feel free ...

As we approach the season of Thanksgiving, followed quickly by the December holidays to which we look forward each year, our team at Entrust always takes a moment to reflect on the spirit of American generosity. We hope that you, our readers, will take heart from the three illustrations that we would like to share with you. First: Limitless Spirit Arts organizations are among the non-profits hardest hit by the safety protocols made necessary by the pandemic. Our hearts go ...

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 that capital market returns have stayed strong over the long-term—regardless of the partisan makeup of Washington. That said, we would also like to offer you ...

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, Walter Mischel. The study offered young children two choices: one immediate small reward—a marshmallow—or, two small rewards if they waited for a period of time ...

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, or generate your desired amount of retirement income—can derail you from the actual considerations that lead to retirement security. The purpose of this series is ...

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 plan was not formulated on a solid foundation was just faced with the truth during the pandemic-driven rapid market decline of March 2020. If ...

On the one hand, we wish we never had to read or hear another word about “the virus.” On the other, while hoping to avoid infection, if we were to become ill, we would want to respond quickly and effectively. Therefore, it is vital to stay apprised of the current understanding of the medical community regarding symptoms and the subsequent right actions to take. This New York Times article: “‘What Are the Symptoms?’ ‘What Should I Do if I Feel ...

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 our own. Our main goal is to create a better life experience for every Entrust client, as well as to ensure they are comfortable and ...