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Entrust NewsFlash
Save Time (and Money!) is our theme for June. It springs from the fact that, despite all the “time-saving” options we have in the twenty-first century–online shopping being a common and prominent example–the number one lament expressed by clients and friends of Entrust is, “I just don’t have enough time. If only I had the time, I would…”
Not surprisingly, with way too much on the to-do list, paying attention to personal finances often slips to the bottom. A perfect illustration of this paradigm is the story of Jess, a client who is a highly successfully entrepreneur, owner of several businesses and mother of two elementary school-age daughters. Her husband has no interest in money so the success of the family finances rests on her shoulders. Jess realized it was time to seek professional guidance after she admitted to herself that they were inadvertently dissipating their money, because she just did not have the time to pay sufficient attention to personal finances.
To begin the process of getting her family’s financial life on track, we assisted Jess with three easy steps:
Step 1–Get organized a/k/a “Know what your financial situation is today.” Old-fashioned paper files,, or can help you get and stay organized with a minimum of time and effort.
Step 2–Collaborate with your spouse so you both understand the state of your finances and can share in the commitment to your long-term financial strategy. Remember to take the Money Personality quiz, for added insight into how each of you makes decisions about money.
Step 3–Set and prioritize goals, complete with timelines and benchmarks for achieving them. Be certain to write down your intentions.
Within a few months of putting these steps into practice, Jess reported that it took less time than she anticipated to stay on track and, for the first time ever, she was thrilled with her financial “report card.” Money was already accumulating in their retirement and college-savings accounts. Contact us today, so you, too, can experience the thrill-factor of personal finances that are on track.
Blog and Video
Protecting yourself from cyber-fraud is another vital avenue for saving yourself time and money. Take a quick look and implement the tips today to stay one step ahead of the hackers! Click now:
We hope you did not miss our blog, with tips to help you protect your personal and financial information: Three Easy Tactics to Protect Your Personal Information from Cyber-Fraud.
Coffee Talk
Wine, Women, and Wealth! Sound enticing? Email Mckenzie ( to indicate your interest in joining her on Tuesday evening, June 20th, from 5:30 – 8:00 p.m., for dinner and a lively session on the personal finance topics that keep you up at night.
This summer session will be conducted at her new home; come prepared to enjoy the out-of-doors, weather permitting.
Investment Committee Updates
The end of the second quarter of 2017 will soon be here. That signals the production of Quarterly Performance Reports for Entrust clients. The commentary provided in the reports begins with a chart of basic asset classes and indicates how they performed over time, as per a representative index. This asset-class information provides a sketch of what types of securities are in or out of favor at the time of the report.
One task of our investment committee is to evaluate asset-class information and determine what proportion of each asset class belongs in our model portfolios. Determinations are based upon the risk clients are comfortable assuming, as they aim to reach their financial goals. We are currently assessing what changes (if any) need to be made to current asset allocations. Potential changes include the need to “trim” or “add to” a position in the allocation; this process is known as “re-balancing.”
We welcome a conversation with you, to explore strategies for saving you time, and money, as you aim to achieve all your financial goals.
Please share NewsWorthy with family and friends, especially on your favorite social media sites!
Information in this newsletter is for illustration purposes only and is not a promise of any particular investment result. It should not be considered tax or legal advice. Actual investment return and principal value of equities, bonds, REIT's, ETF's, and mutual funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There are risks associated with investing, including the risk of loss of principal. There is no assurance that a diversified portfolio will result in better returns than an undiversified portfolio, nor does diversification assure against market loss.
June, 2017
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure

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Entrust Financial, LLC · 940 West Valley Rd, Ste. 1902 · Wayne, PA 19087 · USA

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