Entrust Blog

Regular money meetings can truly enrich the communication between you and your spouse, or within your primary relationship. Mckenzie has some tips you do not want to miss; take a look! Remember to contact us today for additional perspective, such as that provided on our recent post regarding financial transparency in marriages.

There is no season like tax-filing season, to remind you of the need to be organized regarding your financial life. Jennifer boosts your motivation as you tackle: Getting organized! Contact us today to start a conversation about your financial goals.

We all want to make the right decisions when it comes to our money. Therefore, at Entrust we identified three components of wealth management that can make all the difference to you, when it comes to long-term financial success. These are: Holistic wealth management planning for the long-term Values and goals-based portfolio strategy (rather that product-based) Periodic review meetings to assess and refine planning, as needed There may be no better illustration of the need for these three components than ...

Investors who plan, and focus on implementing their long-term planning to build wealth, do not waste time and energy second-guessing their decisions. Their focus leads to more confidence and yes, likely to greater wealth as well. Jennifer helps you affirm that Confidence is Key. Start a conversation about your wealth-planning goals by contacting us today.

It is easy to feel stressed about your money when the financial markets are gyrating with big swings in a positive direction, followed by bigger swings in a negative direction. What’s an investor to do? It may be time to consider selecting a professional advisor, to help keep your mind at peace and your money on track so you may achieve your long-term goals. Contact us today to schedule a meeting.

All investors have probably heard that down markets present a buying opportunity. Well, even if you do not have a lot of cash to put to work right now, consider increasing your 401(k) contributions to the maximum allowable. Each contribution you make when markets are lower buys cheaper shares—just like shopping during a good sale!

Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. When the capital markets gradually appreciate, our goals for making work optional—retirement—feel good indeed. Now that volatility has returned with a vengeance, it can take a dose of faith to stay invested. However, there are three things we investors ...

One gift you can give yourself this holiday season is to conduct regular money meetings with your significant other. Take a look!

Most parents want their children to enjoy saving money. Take a look at a system that can help this happen!

When we think of cyber-security, it is easy to assume that if our technology providers do their jobs well, we are protected. But today, no matter the skill and competence of our tech providers, and no matter the effectiveness of our passwords and the systems we use to secure them, the threat to our security remains. Surprising to many, when this threat compromises our security, the cause is most often people behavior rather than IT system inadequacy. The ...