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Entrust NewsFlash

Whether your holiday shopping is well underway or you are about to begin, first look at our recent Huffington Post article: Saved by Your Holiday Spending Plan.  You will discover there is no need to bring holiday shopping liabilities into 2017. And if you happen to be a spender (like Joslyn), do not miss the article referenced in our Coffee Table section following.

Other helpful tips await you on a different theme: "How to Encourage Your Children to Give Back." As you know, this is the perfect time of year to have conversations with your children about giving back, and we suggest you consider introducing family meetings–an effective family get-together for teaching and learning about saving, sharing and spending.

Mckenzie recently launched a Wealth, Wine, & Women Club for successful women business owners who are members of the local chapter of the National Association of Women Business Owners (NAWBO). The quarterly meetings are geared toward empowering women business owners so that they can make good financial decisions in all aspects of their lives. If you are interested in learning more, contact: mckenzie@entrustfinancial.com.
 

Blog and Videos
Expand your family's charitable footprint with helpful tips from our Entrust Financial Blog: How to Encourage Your Children to Give Back. For added inspiration, watch our video.

Remember to share both with family and friends, especially on your favorite social media sites.
Coffee Talk
Friends or family members often choose to do their holiday shopping together, making the experience a social outing. But as Joslyn reports in her article just published in Parade.com, while they may enjoy one another's company, how they make purchase decisions can be as different from one another as night is from day.
 
Investment Committee Updates

We recently completed quarterly due diligence on our current stock and bond managers. This careful review prompted us to consider expanding our menu of corporate bond managers in whom we have strong conviction, and could therefore recommend to clients in the coming year.
 
This endeavor requires in-depth interviews with managers who meet requirements such as: proven long-term track record, consistent process, and strong management team.  Similarly, we continue the process of meeting with investment managers specializing in exchange-traded funds (ETFs). Our aim is to build  diversified portfolios utilizing ETFs.
 
Stay tuned for the launch of these new offerings in 2017.
 

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.
December, 2016
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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

Copyright © 2016  Entrust Financial LLC®  All rights reserved.
 






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

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