Investing

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 structure in place to provide them to those not yet working with us—Entrust’s Second Opinion Service. What about cost? Spending extra money right now for ...

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 concern will likely be around for some time. Therefore, we would like to share the following New York Times article that offers helpful guidance for ...

We mentioned in our previous article that recovery expectations differ widely across the generations, as reported in the current research of one of our strategic partners, Capital Group’s American Funds. The graph provided, illustrating S&P 500 investment returns during each age group’s working years, provides a context for the generationally specific investment results indicated below. Capital Group research conducted in January of 2020 reported annual portfolio return expectations by generation¹: Gen Z                  ...

The celebration of the Memorial Day holiday is quickly approaching. Typically, we eagerly anticipate this three-day weekend that heralds the beginning of the summer season. This year is different. However, some traces of good news are beginning to surface that suggest a pretty good summer may be on the horizon after all. Specifically, it is now being suggested that socializing outside may be an effective strategy as we take initial steps to recover from the current crises. Financial questions as ...

In tandem with the consequences of the medical crisis, long-term investors may be focused on the financial crisis, thinking: “What about my investments? When will they recover?” Recent swift and deep downturns in the capital markets illustrate the relentless uncertainty that persists while investors await a signal that post-pandemic normalcy is returning, with more consistent positive performance results not far behind. You may be reassured by the following slide as you patiently experience life on pause. Shared by our trusted ...

The month of April is perceived by many in the northern hemisphere as a time of renewal. With that theme in mind, we would like to share three considerations that might help to renew your spirits and support your future focus, despite the crises that continue to swirl around us. Three considerations: Last week, April 6th through April 9th (the 10th was a capital markets holiday), was the best performing week of the S&P 500 index¹ since 1974. While pointing ...

We are continuously monitoring updates from the Centers for Disease Control and the World Health Organization and have taken steps to promote virus prevention with our team, including working from home. We encourage you to ensure your personal health and safety, and if you have any symptoms of COVID-19 or the seasonal flu, please contact your healthcare provider as soon as possible. Entrust’s service and support to clients is unaffected, because our software and technology solutions allow us to operate ...

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 pandemic and/or prolonged global economic slowdown, heralded by the coronavirus worries, triggered the widespread sell-off. Our Entrust perspective is that while the current downturns signal ...

We often hear news reports about decisions of the FOMC (Federal Open Market Committee) but are rarely in the presence of a committee member to learn about the goals and work of the group. Kudos to the Forum of Executive Women for hosting Lara Rhame, Chief U.S. Economist for FS Investments, interviewing Loretta J Mester, President and Chief Executive Officer of the Federal Reserve Bank of Cleveland. Mester’s perspective on current economic conditions was refreshing and confidence-inspiring in ...

At Entrust Financial, creating diversified portfolios for our clients is part of our DNA. A vital facet of this work is the disciplined asset allocation of our portfolio models. Why disciplined? Because asset allocation has been proven time and again to be the most important factor in consistent long-term investment results. So not surprisingly, each asset in our Entrust portfolios is selected following a rigorous process of due diligence. That said, educating our investors on the characteristics of the ...