Value versus Growth: What is an Investor to Do?

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, [...]

Value versus Growth: What is an Investor to Do?2019-08-15T16:47:40+00:00

Beneficiary Designations are Powerful

Many investors own an IRA or other type of retirement account. Some own an annuity or life insurance policy. All such accounts or products designate a beneficiary—to whom the assets will transfer, or whom the assets will benefit—when the owner someday passes away. You are probably familiar with the idea of a beneficiary designation [...]

Beneficiary Designations are Powerful2019-08-01T12:47:09+00:00

Video: Helping you pursue your next $Million: Tip 1 – Joslyn Ewart – Identify and Write Down Your Income Number

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 [...]

Video: Helping you pursue your next $Million: Tip 1 – Joslyn Ewart – Identify and Write Down Your Income Number2019-03-28T20:36:56+00:00

Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Get Organized

There is no season like tax-filing season, to remind you of the need to be organized regarding your financial life. Jennifer boosts your motivation as you tackle: Getting organized! Contact us today to start a conversation about your financial goals.

Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Get Organized2019-02-08T20:40:41+00:00

Wealth Management: Three Components Make all the Difference

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 [...]

Wealth Management: Three Components Make all the Difference2019-02-08T19:49:51+00:00

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel

If you have more than one child, you have probably observed that each child has a different attitude towards money. Perhaps one child cannot seem to spend his money fast enough, and the other loves to squirrel it away. What about you? And your significant other? What is your money personality? Find out now!

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel2019-04-05T16:01:24+00:00

A Fantastic Retirement Is Not Just About Your Portfolio: 3 Tips You Need to Know Now

Preparing for retirement is often identified as the number one concern of middle-class millionaires. The implied solution for resolving this concern is rather straightforward: Build a portfolio large enough to generate the income you need for the style of living you prefer, and you are good to go. After all, having a good income [...]

A Fantastic Retirement Is Not Just About Your Portfolio: 3 Tips You Need to Know Now2018-09-18T20:34:05+00:00

Video: Helping you pursue your next $Million: Tip 1 – Jennifer Bravo

The kids are heading back to school and we parents are hoping they learn a lot, not just academic information but life and social skills, too. Jen’s video introduces an important life skill—understanding money—that you can help your children learn.

Video: Helping you pursue your next $Million: Tip 1 – Jennifer Bravo2018-09-10T19:16:54+00:00