PART THREE – A Whole Lot Modern: Three Investment Pillars to Embrace Now

The first two articles in our series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, introduced investing with an Impact based upon one’s values, and investing with a sensitivity to ESG (Environmental, Social, Governance) concerns. Our discussion in article three: Investments with Impact and ESG will connect the two for investors while [...]

PART THREE – A Whole Lot Modern: Three Investment Pillars to Embrace Now2023-02-27T16:30:56+00:00

PART TWO – A Whole Lot Modern: Three Investment Pillars to Embrace Now

The article series, A Whole Lot Modern: Three Investment Pillars to Embrace Now, began with a focus on Investments with Impact, which feature an advocacy component in support of investors’ values. One example was a mutual fund that invests in the construction of solar farms. We continue by exploring Investments with ESG (Environmental, [...]

PART TWO – A Whole Lot Modern: Three Investment Pillars to Embrace Now2023-02-27T16:31:32+00:00

PART ONE – A Whole Lot Modern: Three Investment Pillars to Embrace Now

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 [...]

PART ONE – A Whole Lot Modern: Three Investment Pillars to Embrace Now2023-02-27T16:31:57+00:00

Beware the Boomerang: LE$$ONS FOR YOUR TEEN

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. [...]

Beware the Boomerang: LE$$ONS FOR YOUR TEEN2023-02-27T16:32:06+00:00

The Seven Wonders of the World: Can you name the Eighth?

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 [...]

The Seven Wonders of the World: Can you name the Eighth?2023-02-27T16:32:15+00:00

Up Up and Away

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 [...]

Up Up and Away2023-02-27T16:32:25+00:00

The Wild Ride of 2020

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 [...]

The Wild Ride of 20202023-02-27T16:32:37+00:00

Giving Thanks: Three Illustrations of the Spirit of American Generosity

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 [...]

Giving Thanks: Three Illustrations of the Spirit of American Generosity2023-02-27T16:32:46+00:00

Your Money and the Election: Tips to Sustain You

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 [...]

Your Money and the Election: Tips to Sustain You2023-02-27T16:32:53+00:00

Retirement Security in a Pandemic, III: Invest for the long-term

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, [...]

Retirement Security in a Pandemic, III: Invest for the long-term2023-02-27T16:32:58+00:00