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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 [...]
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 [...]
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 [...]
Owning your own home was a fundamental American value for many of us when we grew up. It was considered a symbol of success, of having “made it.” Those who did not felt they had missed out on something, that not owning helped prove their marginal financial success. For instance, Joslyn remembers her father [...]
When you hear talking heads on financial shows mention the Federal Reserve, the drama attached to the reports may cause you to tune out. After all, you do not personally impact the decisions of the Federal Reserve and despite what is decided during prominent Federal Reserve meetings, it can be difficult to discern what [...]
You may be familiar with the idiom “A little knowledge is a dangerous thing.” When it comes to your money, not only can it be dangerous—it can be downright expensive. For example, one often reads that titling one’s assets as “joint” avoids probate following a death. Doing so is touted as smart because it [...]
More new college graduates than ever plan to, or have begun, an entrepreneurial endeavor. Moms who want to work but also want to have control over their schedules start consulting firms. Mention “angel investors” now and the term is commonly understood. A decade ago, the angel investor descriptor would likely have been mis-understood. However, [...]
We presented in a recent blog about protecting your business using proper business insurance planning. The attorney on your professional team often comes to the rescue, too, and saves your business from the consequences of harmful mistakes. If you assume that you are a sensible person who does not need an attorney on your [...]
All of us need to identify and write down our preferred monthly or annual income number—even those among us who naturally procrastinate on money-related tasks. We need this information to plan for financial freedom and security. Take a look. Contact us today to schedule a meeting to discuss your income needs, as you aim for [...]
We all want to make the right decisions when it comes to our money. Therefore, at Entrust we identified three components of wealth management that can make all the difference to you, when it comes to long-term financial success. These are: Holistic wealth management planning for the long-term Values and goals-based portfolio strategy (rather that [...]