Entrust Blog

We mentioned in our previous article that recovery expectations differ widely across the generations, as reported in the current research of one of our strategic partners, Capital Group’s American Funds. The graph provided, illustrating S&P 500 investment returns during each age group’s working years, provides a context for the generationally specific investment results indicated below. Capital Group research conducted in January of 2020 reported annual portfolio return expectations by generation¹: Gen Z                  ...

The celebration of the Memorial Day holiday is quickly approaching. Typically, we eagerly anticipate this three-day weekend that heralds the beginning of the summer season. This year is different. However, some traces of good news are beginning to surface that suggest a pretty good summer may be on the horizon after all. Specifically, it is now being suggested that socializing outside may be an effective strategy as we take initial steps to recover from the current crises. Financial questions as ...

Tip 1: The conversation A common theme as we talk with clients during these unprecedented times is their renewed focus on “what really matters.” In other words, some now have the gift of more time than usual and are using that downtime to reaffirm their values. Perhaps you recognize yourself in a similar situation and have discovered, like many clients, that such conversations can be instrumental in crystallizing what is most important to you. It will not be surprising to ...

One The month of May has arrived and, for now, most investors have more positive portfolio values than those reported to them for the previous month. Notable increases are not uncommon. While we would like to be assured that these improved values will be sustained in the weeks ahead, the uncertainty of the consequences of COVID-19 could lead to another round of downward volatility. Two Appreciating the current investment improvement, you may find this second theme positively inspirational: Giving Tuesday, on ...

Our patience with sheltering-in-place is somewhat more difficult to sustain, as we continue in month two and realize that COVID 19 testing procedures remain inadequate and treatments are a work-in-progress. These significant gaps threaten public health and safety and are a challenge that may prevent a return to more normal lives as soon as we would prefer. In the meantime, many questions are surfacing for which answers are needed. Some of these questions are financial and our Entrust advisors were ...

In tandem with the consequences of the medical crisis, long-term investors may be focused on the financial crisis, thinking: “What about my investments? When will they recover?” Recent swift and deep downturns in the capital markets illustrate the relentless uncertainty that persists while investors await a signal that post-pandemic normalcy is returning, with more consistent positive performance results not far behind. You may be reassured by the following slide as you patiently experience life on pause. Shared by our trusted ...

The month of April is perceived by many in the northern hemisphere as a time of renewal. With that theme in mind, we would like to share three considerations that might help to renew your spirits and support your future focus, despite the crises that continue to swirl around us. Three considerations: Last week, April 6th through April 9th (the 10th was a capital markets holiday), was the best performing week of the S&P 500 index¹ since 1974. While pointing ...

We are continuously monitoring updates from the Centers for Disease Control and the World Health Organization and have taken steps to promote virus prevention with our team, including working from home. We encourage you to ensure your personal health and safety, and if you have any symptoms of COVID-19 or the seasonal flu, please contact your healthcare provider as soon as possible. Entrust’s service and support to clients is unaffected, because our software and technology solutions allow us to operate ...

Your 401(k) Plan: Business that’s Personal Over the past couple of decades, “401(k)” has become the catchall term for retirement savings. As financial advisors, we at Entrust could not be more pleased that 401(k) plans are widely familiar. After all, clients want a comfortable income during retirement, just as they do while working, and that requires assets. Many aspire to leave a legacy as well. Speaking of comfort and legacy, assuming you have good longevity, retirement will be the ...

The surge in cases of the COVID-19 resulted in a sweeping reaction last week in the capital markets. Three market indicies that are familiar to many individual investors—The Dow Jones Industrial Average (The Dow), S&P 500, and Nasdaq—fell 10 % or more, the largest weekly loss since the 2008 financial crisis. Fears of a pandemic and/or prolonged global economic slowdown, heralded by the coronavirus worries, triggered the widespread sell-off. Our Entrust perspective is that while the current downturns signal ...