Entrust Blog

You can instill a sense of gratitude and generosity in even the youngest children by teaching them to share with others, beyond the immediate family. For instance, a great place to start is to encourage your kids to volunteer their time or share a portion of their allowance with the causes they love. Strategies for transforming your children into young philanthropists include: Discover what sparks their interest Create a family tradition Establish a donor-advised fund Discover what sparks their interest You can easily ...

Sherri contacted us because she was concerned that she was not getting the best financial advice. She was retired and using her nest egg for income; she wanted to make sure that her investments were doing okay because she was always worried about running out of money. Our meeting began with my gaining a good understanding of where she was today and what she was trying to accomplish. I then asked what questions she had brought with her to our ...

An unprecedented news flash of earlier this year read: Millennials overtake Baby Boomers as America’s largest generation¹. No wonder parents routinely ask us what advice we have for their millennial offspring–especially their daughters. Well, we have some suggestions and discovered in writing them down that they apply to a larger audience than just Millennial women. So read on!Affluent Millennial women and those in the process of growing their wealth are known for being highly ambitious, educated, and dedicated. They have redefined ...

Balancing Act:  Wealth Management Straight Talk for Women is finally here! We are delighted to announce that our book, Balancing Act: Wealth Management Straight Talk for Women, written by Joslyn G. Ewart, is now available for purchase on Amazon. For most of us, making the right choices is a balancing act. Not only are we faced with balancing our values, needs, and interests, but our choices are complicated by the need to balance all of this within the context of our ...

Stock markets have been on a wild ride this year and it is likely that the volatility will continue through the remainder of the year because of the degree of uncertainty around the world. Current events with indeterminate outcomes almost always trigger emotional responses on the part of investors, thereby affecting capital market movements. When there are large swings in market activity it is often just an overreaction to uncertainty; there may be no fundamental reason for investor worry. A ...

If you are a parent, you understand the importance of teaching your children good money skills; unfortunately, many of us are not sure where to begin. Here are some ideas to get you started: Help your children begin to save.  Encourage your children to save a little from all the money they receive, such as allowances, birthdays, bar and bat mitzvahs, etc.  Open accounts for your children and assist them with tracking their money.   A couple of ideas for ...