Entrust Blog

This article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, will focus on: 1) Investments with Impact, 2) Investments with ESG (Environmental, Social, Governance) analysis, and 3) Investments with Impact and ESG. Investors today have a growing interest in aligning their personal values with their financial goals. Such investors embrace portfolios designed not only to help build and preserve their portfolio of assets as they aim to achieve their personal financial goals, but they have ...

Where We Are The final week of September brought not only a change in season but also a change in sentiment. Additional stimulus measures, strong corporate earnings and well-received news from the Federal Reserve contributed to positive momentum through the early summer months. However, global capital markets ultimately disappointed in the third quarter, leaving some investors feeling unsettled following previously impressive returns. The mixed results of the quarter serve as a good reminder that the trajectory of capital market ...

September is the month many of us associate with “back to school.” September of 2021 is a singular back to school moment for many students who experienced an interruption to their in-person education due to the pandemic. Perhaps that makes this school year extra special and a good time to re-evaluate your child’s financial education. After all, you are preparing your children for a self-sufficient future, not to boomerang back to the care of mom and dad! Our Entrust advisors ...

With all that the pandemic brought to our doorsteps, many of us put our travel plans on hold. However, travel is returning, which brings to mind the sights that are of interest. A short list might include visits to the Seven Wonders of the World. While you are testing yourself to see how many you can name, read on to learn about the eighth wonder of the world. Here are some tips to help you identify what it is: ...

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 is a shared activity with a spouse or life partner. We would love to hear your thoughts about this podcast. Contact Entrust today! ...

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 ...