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 Now2021-11-23T15:21:22+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 Now2021-11-19T14:46:11+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 Now2021-11-17T16:15:48+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 Away2021-04-21T19:58:35+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-term2021-01-27T17:15:13+00:00

Retirement Security in a Pandemic, Part Two: Plan and Prioritize

Part Two of Three Joslyn G Ewart, CFP® — August 4, 2020 It is not uncommon for considerations of retirement security to begin with a debate about the capital markets: Will they go up or will they go down? This focus—just as you are trying to plan your retirement savings, establish your retirement date, [...]

Retirement Security in a Pandemic, Part Two: Plan and Prioritize2021-01-27T17:15:23+00:00

Retirement Security in a Pandemic, Part One: Lead with savings

Part One of Three Joslyn G Ewart, CFP® — July 14, 2020 A nugget of wisdom that Warren Buffet has passed along more than once offers the perfect introduction to our discussion about retirement security: You only find out who is swimming naked when the tide goes out. In other words, any investor whose [...]

Retirement Security in a Pandemic, Part One: Lead with savings2021-01-27T17:15:35+00:00

Free Sounds Good Right About Now

Uncertainty continues to be a primary characteristic of our current experience, as it has been since the beginning of the spring season. And if you are like many of us, this uncertainty may be causing financial questions to swirl in your mind. We have answers and as our Entrust clients know, we have a [...]

Free Sounds Good Right About Now2020-06-17T21:11:42+00:00

5 Rules to Live by During a Pandemic

For the past twelve weeks, we have provided weekly perspective about the medical and financial crises that struck in the early spring. As the nation segues from sheltering-in-place to heading back to some normal activities, many of us face a similar concern: What can we do to minimize our risk from the pandemic? This [...]

5 Rules to Live by During a Pandemic2021-01-27T17:17:51+00:00

Capital Market Perspective You Need Now

The surge in cases of the COVID-19 resulted in a sweeping reaction last week in the capital markets. Three market indicies that are familiar to many individual investors—The Dow Jones Industrial Average (The Dow), S&P 500, and Nasdaq—fell 10 % or more, the largest weekly loss since the 2008 financial crisis. Fears of a [...]

Capital Market Perspective You Need Now2021-01-27T17:23:56+00:00