The last few weeks were exciting ones as we launched our first book, Balancing Act: Wealth Management Straight Talk for Women. Perhaps you joined us for our celebration on September 30th, at the Wayne Art Center. If you haven't already, like us on FaceBook and take a look at our event photos.
Please take note that you can help us greatly by writing a book review on Amazon. Reviews make all the difference in the success of the book. And not only does your book review help us, but every book sold helps a student attend college, because 100% of the book proceeds go to a scholarship fund at Temple University for students with financial need. Thank you!
We are pleased to report that the book led to a mention in the New York Times.
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Keep your financial life on track with helpful tips from our Entrust Financial blog: Top five things affluent millennial women need to know about their money. Remember to share it with family and friends.
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Entrust is celebrating the launch of our first book, Balancing Act: Wealth Management Straight Talk for Women. Share in the buzz: Main Line Today
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Investment Committee Updates
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Real estate is another way to add diversification to investment portfolios. After months of interviewing, analyzing, and conducting due diligence of real estate managers, we selected real estate offerings provided by Cole Capital and Dimensional Fund Advisors, to incorporate as appropriate into client portfolios.
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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.
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