Written by Zack Fulmer, Managing Director of Blue Trust’s Orlando, Florida office Have you ever heard the term materiality threshold? A common term in accounting and risk management, it describes the point at which something becomes significant enough to influence a decision. In a personal context, it’s a way of describing what you consider to […]
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There is a moment in the Garden of Gethsemane that most of us have read many times—and perhaps never fully absorbed. Jesus, knowing what lay ahead, prayed, “Not my will, but yours be done” (Luke 22:42b NIV). The One who could have called down legions of angels chose to surrender. Not out of weakness, but […]
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What stirs your heart when you think about values? Perhaps it’s the timeless truths passed down through generations, the guiding light of Scripture, or the convictions shaped by living out your faith. The dictionary defines values as your principles—the standards that shape how you live and what you hold sacred. Followers of Christ share a […]
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Written by Bethany Frymire, Financial Advisor in Blue Trust’s Everyday Steward Division. Ten years ago, if someone had told me I would one day write a book about financial confidence, I would have quietly dismissed the idea. For a long time, I was the woman who felt like an imposter in her own life. On […]
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Written by Josh Hall, Sr. Financial Planner in Blue Trust’s Charlotte, North Carolina Office. Wedding planning is filled with meaningful decisions—from where you’ll celebrate to who will stand beside you. But one of the most important steps toward a strong marriage often happens quietly, away from the guest list and décor choices. Before the vows, […]
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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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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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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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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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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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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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Written by Michael Spencer, Financial Advisor in Blue Trust’s Atlanta, GA office Did you know that you don’t have to have a license or obtain credentials to call yourself a financial advisor? It’s shocking but true. For most people, the title “financial advisor” suggests that this person can help with all things related to finances. Unfortunately, […]
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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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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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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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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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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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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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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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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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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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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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