Wealth Management

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 ...