Entries by BrittanyA

A Day to Reflect on Conviction, Service, and Calling

Today, we pause to observe Martin Luther King Jr. Day—a time set aside not only for remembrance, but for reflection and service. Since Congress designated the third Monday of January as a national day of service in 1994 through the Martin Luther King Jr. Federal Holiday and Service Act, many choose to mark this day […]

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“Wisdom for Wealth. For Life.” Episode 47: Creating a Pipeline for Purpose with Your Family and Finances

For nearly 15 years, Blue Trust has had the privilege of walking alongside Lora and Mark Batterson in their financial stewardship journey. The couple founded and leads National Community Church in Washington, D.C., and Mark is a speaker and New York Times bestselling author. Together, they have built their lives around four core family values: […]

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What is God Calling You Toward in Retirement?

Wisdom about work is plentiful in the Bible. Scholars estimate there are around 500 verses that directly or indirectly address work and related themes like diligence, craftsmanship, service, and stewardship. There are also references to hundreds of occupations throughout the Bible―fisherman, tax collectors, physicians, and Jesus’ work as a carpenter. Do you know which topic […]

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“Wisdom for Wealth. For Life.” Episode 46: Viewing Singleness Through the Gospel

In a culture that often views singleness as a temporary condition to endure rather than embrace, many Christian singles struggle with their identity and purpose. Blue Trust private wealth advisor Mary Helen Klingen recently sat down with author and pastor Sam Allberry to discuss his book, Seven Myths about Singleness, and explore how Scripture offers […]

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“Wisdom for Wealth. For Life.” Episode 45: Financial Planning Tips for Singles

Many adults are staying single longer than ever before. The average age of first marriage has steadily increased over the past 50 years, with men now marrying for the first time at 30+ and women in their late 20s. This demographic shift means more people are navigating significant financial decisions—from home purchases to investment strategies—on […]

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Accumulating Experiences & Passing On Values

Written by David Campaigne, Sr. Partner and Sr. Private Wealth Advisor in Blue Trust’s Baltimore, Maryland Office. Although deep down all of us know that accumulating more and more material possessions does not lead to lasting joy or contentment, we still continue to buy things that we’re told will make us feel better, richer, or […]

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AI Is Everywhere—But Is It in Your Portfolio?

Many investors are eager to capitalize on the ongoing boom in artificial intelligence (AI). Some believe owning market leaders like NVIDIA is essential, while others prefer broader exposure through AI-themed funds. However, what many may not realize is that their portfolios likely already have significant exposure to the AI trend. In this blog, we’ll explore […]

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Helping Kids Grow in Financial Wisdom This School Year

As the school year gets started, it may be hard to imagine adding one more thing to your plate, but once you settle into your routine, new opportunities for growth may emerge. Amid homework, extracurriculars, and earlier bedtimes, there can still be time to slip in simple lessons that nurture your child’s understanding of financial […]

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Beyond the 9-to-5: Finding a Higher Purpose in Your Work

Musicians love to write songs about work. Tennessee Ernie Ford once sang about owing his soul to the company store. The Beatles declared, “It’s been a hard day’s night and I’ve been working like a dog.” And, of course, Dolly Parton famously “poured herself a cup of ambition” before heading off to her 9-to-5 gig. […]

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“Wisdom for Wealth. For Life.” Episode 44: How to Know Where to Give

For many families, the question isn’t whether to give—it’s where to give. With countless worthy causes and organizations seeking support, how do you determine where your charitable dollars will make the greatest impact? Bekah and Mike Mulvaney, long-time Blue Trust clients, have developed a thoughtful approach to determining the recipients of their charitable giving. Their […]

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Decoding the One Big Beautiful Bill: What the New Tax Law Means for You

With President Trump signing the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, many people are trying to wrap their heads around the new legislation. This almost 900-page sweeping legislation impacts a variety of sectors, and you may be wondering, How will this information affect me? And what new financial planning […]

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False Prophets of Profit: How to Spot Modern Investment Schemes

Advancements in technology have significantly enhanced investment schemes over the years, making them more sophisticated and harder to detect. With so much information coming at us through the internet and social media platforms, it can be difficult to discern what’s real and what’s not online. Everyone would like to earn an easy dollar or win […]

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Lessons on Stewardship from America’s Founding Fathers

When we reflect on America’s founders, we naturally think of their leadership, courage, and vision. But there’s another theme worth exploring: their stewardship. At its core, stewardship is about managing what we’ve been entrusted with in a way that honors both the giver and the greater good. God calls us to be wise stewards of […]

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Giving to the Grandchildren

This content was taken from Your Life…Well Spent by Russ Crosson, Chief Mission Officer and Sr. Partner of Blue Trust Over my 40-plus years in the financial services industry, I’ve noticed that some grandparents choose to leave large inheritances to their grandchildren rather than their own children, sometimes because they feel their children are not […]

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More Than a Provider: A Father’s Call to Financial Faithfulness

Fatherhood comes with many responsibilities—but perhaps none feels as weighty as the call to provide. Whether it’s a roof over your family’s head, food on the table, or braces for your teenager, many dads often feel the pressure to keep the financial wheels turning. Provision is a noble and important part of any parent’s role—but […]

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Raising Generous Kids: 5 Summer Activities that Encourage Selflessness

Summer is a time for sunshine, swimming pools, and ice cream—it’s also a perfect opportunity to nurture your child’s heart. While school may take a break, character-building never stops, and generosity is one of the most rewarding virtues we can help instill in our kids. Here are five meaningful (and fun!) summer activities to help […]

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Honoring Our Fallen Heroes

In celebrating Memorial Day, we like to pause each year to remember what this holiday is truly about. While we all welcome the opportunity for extra time off from work, burgers on the grill, warm weather, and time spent relaxing with family and friends, let’s also remember the importance of the sacrifices that have been […]

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Stewardship and Student Loans: Wisdom for Managing College Debt

If you’re paying down student loans, it may be comforting to know you’re not alone: More than 42 million Americans are making payments toward their college education.1 While higher learning is certainly a valuable investment, the resulting debt can leave borrowers feeling like they’ve become a “slave to the lender,” as described in Proverbs 22:7. […]

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Lost Money, Found: How to Reclaim Your Unclaimed Assets

Did you know about one in every seven people in the U.S. has unclaimed property or assets (like forgotten bank accounts or security deposits) being held by a state government, according to the National Association of Unclaimed Property Administrators (NAUPA)? Understanding how to uncover and reclaim these funds is crucial. The journey to reclaiming assets […]

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Even the Winds and Sea Obey Him: An Encouragement in Stormy Markets

Written by Michael Cranford, Partner and Sr. Private Wealth Advisor in Blue Trust’s Charlotte Office “And when he got into the boat, his disciples followed him. And behold, there arose a great storm on the sea, so that the boat was being swamped by the waves; but he was asleep. And they went and woke […]

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Simple is Good!

Written by Erik Daniels, Sr. Partner and Executive Vice President A few years ago, my daughter Kelsey persuaded me to join her for the final 10 days of her journey walking the Camino de Santiago (the Way of St. James in English). The Camino encompasses several routes in Spain, France, and Portugal, drawing hundreds of […]

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Could Financial Lies be Keeping You from Discovering True Riches?

Lies. They come in all shapes and sizes–from “little white lies” that save us from awkward conversations to whopping deceptions that hang around for years or even decades. Although honesty is not usually the easiest option, we know it is always the best option. In Leviticus 19:11, God tells Moses to remind the gathering of […]

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Markets Move Fast, Faster than the Economy

The market appears to be front-running the economy with the theme of sell first and sort out the questions later. Investors would do well to remember that markets and the economy are two different things. The economic impact at this point is completely uncertain. Key questions remain unanswered: How will countries respond to the ongoing […]

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Tariff Day

The ongoing stream of tariff announcements culminated on April 2 with the President’s major initiative to impose broad, across-the-board tariffs on all imports. A 10% baseline tariff on all countries will go into effect this Saturday. Higher rates will be placed on countries based, purportedly, on their trade balance, tariffs on U.S. goods, and non-tariff […]

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