Giving Back

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 ...

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 ...

Our team at Entrust Financial works hard to assist our clients in managing their finances and making sure their money works as hard as they do. We are an independent firm with a strong commitment to providing objective, customized advice and we adhere to the fiduciary standard of always putting our clients’ best interests before our own. Our main goal is to create a better life experience for every Entrust client, as well as to ensure they are comfortable and ...

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 ...

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 ...

Entrust’s November video, intended to help you make good financial choices, focuses on: How can you get your children excited about giving back? It all starts with family meetings about the family finances, followed by conversations with children about sharing some of their money, and for many families expands into funding a donor-advised fund as a component of the family’s charitable giving road-map. We hope that you find this video helpful. Please share it and visit us today: Entrust Financial or Balancing Act Book