Industry Trends

Whether you’re in your 20s making your first investment, in your 40s balancing family and career, or in your 60s planning your next chapter, the best time to map out your financial future is now. Planning isn’t about predicting the future — it’s about being ready for it.

Summer vacations are for relaxation, but they can also be a prime time for cyberfraud. For instance, connecting to a hotel Wi-Fi may seem harmless, but it can inadvertently put your personal and financial information at risk.

At the heart of a strong investment strategy is diversification through asset allocation. And behind every thoughtful allocation are three pillars that help keep your portfolio resilient: Risk Tolerance, Time Horizon and Investment Objectives.

Today’s investors increasingly seek more than just returns; they want their investments to reflect their values and contribute to a better world...

Spring is the perfect time to reset and reorganize your financial life. Just like the feel-good experience of decluttering your home, financial spring cleaning reduces stress as you identify areas...

Behavioral finance always plays a big role when it comes to investor decision-making, but it becomes especially important during emotionally charged times—like presidential election years.

Written by: Joslyn G Ewart, CFP®, Jay Llewelyn, CFA® Telecom and Tech Telecom and Tech are the sectors driving the capital markets so far in 2024. Entrust investors benefit from these sectors due to their diversified portfolios—primarily in their positions invested in large company domestic stocks, mutual funds and/or ETFs. More specifically, of the large company stocks in these portfolios, companies that are actively pursuing generative AI research make up between 7 to 10% of the portfolio holdings. The ...

The change to a new season often prompts us to adopt new habits or practices to better experience what matters most to us. This is reminiscent of our client conversations about what is most important to them in their lives, particularly when when change is desired...

The acceleration of cyber-fraud, often inflicted from afar at likely no risk to the perpetrator, is such a pervasive concern that one of our techie friends mentioned he had to have therapy to stop waking up at night worrying about whether his clients’ technical systems were as cyber-safe as humanly possible...

Good news abounded during the second quarter, with many factors contributing to the overall positive results. The Information Technology sector dominated the equity markets in the U.S., helped in large part by exciting advances in artificial intelligence...