Wealth Management

Most of us want to be comfortable and financially secure, now and throughout our retirement. But many of us are not sure where to start. Find out now!

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!

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 during your working years made all the difference. Won’t it be the same in retirement? Well, maybe, but then again maybe not—due to what we, ...

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.

Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. As the capital markets gradually appreciated during 2017, our goals for making work optional—retirement—felt good indeed. Now that volatility has returned with a vengeance, it can take a dose of faith to stay invested. However, there are three things we ...

Bringing cheer to all we meet during the holidays is a fantastic expression of the love we feel–for our families, friends, colleagues, and our community. It is a spontaneous affirmation of the interdependence of the lives we enjoy. In light of this sentiment, we invite you to join us in the following endeavor honoring an incredibly courageous girl, Alaina, who has been battling Ewing Sarcoma since she was eight years old. Time is of the essence. If you would like ...

We received a call from Marvin, who finally decided he felt uncomfortable having $2 million in just a single stock. Yes, he loves the stock and is loyal to the company; he first acquired the stock because he worked for the company years ago at the beginning of his career. But so much money in just one equity? What if the company goes through a bad patch and he loses half the value? Marvin reported to us that his risk ...

Cyber-fraud is on everyone’s minds these days. For instance, we probably all know of someone who was scammed through their email. A common and all-too-effective ploy is for a hacker to send an urgent and alarming email of distress–from a loved one–requesting that money be sent immediately. A good friend of mine responded to one such request for help because ostensibly it came from his best friend; as a result, he lost thousands of dollars.At Entrust we are vigilant about ...