Written by the Blue Trust Business Consulting Division Do you know the difference between knowledge and wisdom? Knowledge is learning from your own mistakes. Wisdom is learning from the mistakes of others. In your business, wisdom is applying knowledge to reduce the risk of uncertainty and increase the chance of success. Consider the story of […]
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Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist Late Friday the House passed the $1.2 Trillion Infrastructure Bill which includes additional spending for roads, bridges, public transit, and other projects in addition to the already planned infrastructure spending over the next eight years. President Biden is expected […]
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Written by Zack Fulmer, Managing Director of Blue Trust’s Orlando, Florida office Have you ever heard of the concept of a “materiality threshold?” Simply put, it’s financial industry terminology for how much you personally consider to be “a lot.” As a financial advisor who has advised countless clients on topics concerning money, I’ve observed that […]
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Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist Recently, the House Ways and Means Committee released draft legislation of tax changes. It’s important to keep in mind that many provisions can change between the release of an initial legislative framework and the ultimate passing of […]
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Written by Brian Shepler, President and Executive Vice President We’re excited to introduce a newly redesigned bluetrust.com that we believe will better help support our clients on their financial journeys as well as our company vision, as laid out in 1 Timothy 6:17-19, “Instruct those who are rich in the present age not to be […]
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Conveyance Why is it important to be generous? Russ Crosson, author and EVP of Blue Trust, challenges his audience to ask themselves the real question – how much should we keep? Listen as Russ shares his insights on the wisdom of keeping less and giving more. Learn more: Financial, retirement, and estate planning Investment management […]
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A life-changing meeting and a financial “oops” that changed her mindset sent retired attorney Kim King on a new “generosity walk.” Invited by a local businessman and friend at church to attend a Celebration of Generosity event held by Generous Giving, Kim King listened to one of the speakers talk about the three ways money […]
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