Written by Brian Shepler I am grateful and humbled by the Board of Directors’ invitation to serve as the next CEO of Blue Trust―just the fourth CEO in the company’s 45-year history. I couldn’t be more excited about the opportunity before us to maximize the firm’s mission and continue providing trusted, biblical financial counsel to […]
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Written by Nick Stonestreet For the last seven years, I have been honored to serve as chief executive officer (CEO) of Blue Trust and be part of the significant growth we’ve achieved as a firm and the dedication with which we have continued to serve our clients. Now, I am privileged to announce that Brian […]
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Written by Jeff Chinery, Sr. Partner and Managing Director of Blue Trust’s Everyday Steward Division Baskets, egg hunts, and chocolate bunnies are some of the things people often associate with Easter. But we know that none of those things has anything to do with Easter’s true meaning. In fact, Easter would not be worth celebrating […]
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Observed every February, Black History Month is a time to honor the contributions and legacy of African Americans across U.S. history and society. In addition to remembering the activists and civil rights pioneers who bravely fought for equality, we also appreciate the opportunity to recognize leaders and organizations that work tirelessly to help our local […]
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Many of us will celebrate Valentine’s Day with our spouses, partners, and friends this week. At Blue Trust, we want to join the celebration by providing you with some critical, often overlooked, counsel on money and relationships derived from the many conversations we’ve had with our clients on the topic. This article includes relational questions […]
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Today, we pause and remember the legacy and impact of Dr. Martin Luther King, Jr. Confronted with often violent opposition, he fully embraced a peaceful approach, nonviolent resistance, and quiet strength when advocating for his belief in a more just society. In the face of violent opposition, constant threats, and social upheaval, what do gentleness […]
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Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office Blue Trust specializes in helping clients understand strategic approaches for giving generously to the ministries and charities they’re passionate about. Many donors are familiar with how to donate liquid assets like cash; however, they can also give […]
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Written by Russ Crosson, EVP and Chief Mission Officer As we enjoy the lazy days of summer, children expend their energy on camps, vacations, visiting family, hanging out with friends, and enjoying freedom from homework. In this blog, I would like to give you, as parents and grandparents, something to think about as we wrap […]
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The following was written by Jim Wise, Senior Partner, Senior Private Wealth Advisor, and Director of Ministry Services We live in the world’s wealthiest nation, yet every year, ministries close their doors, and missionaries leave the field for lack of adequate funding. The problem is not that there aren’t enough resources in the hands of […]
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Have you considered how you will influence the lives of your children, grandchildren, and beyond? Many of us have life stories and lessons we want to pass down to our descendants, but how do we leave a legacy that can survive future generations? When sharing your values and hard-won wisdom with your descendants, there […]
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Bank failures have put stress on the markets this year, but another area that has the potential to frustrate the economy is the $20 trillion commercial real estate (CRE) market. Commercial real estate is a broad term that encompasses various types of properties used for business purposes, such as offices, retail shops, industrial and logistics […]
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This week, we celebrate Independence Day! As we give thanks for our freedom as a nation, we also want to take a moment to highlight another type of freedom – financial freedom. At Blue Trust, we value financial planning and believe it is the first step in a journey to financial freedom. We’ve prepared this […]
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Most of us are familiar with the verse in John 13:34, where we are commanded to love one another. Loving our families and those close to us may be easy, but what does it truly mean or look like to demonstrate love, care, and concern for others? Matthew 6:21 states, “Where your treasure is, there […]
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Written by Michael Spencer, Financial Advisor at Blue Trust Memorial Day is a time to remember and honor the service men and women who sacrificed themselves for others in defense of our great nation. This Memorial Day, I would like to honor a few of the fallen men and women I served with in the […]
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Written by Nathan Lackey, Financial Planner for Blue Trust In my experience and conversations with young professionals, college graduates often do not receive enough coaching on making wise financial decisions. Thankfully, the Bible has a lot to say about money, and it is never too late to implement financial discipline! Here are some tips for […]
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Written by Mark Batterson, New York Times Best-Selling Author, Lead Pastor of National Community Church, and Blue Trust Client At the 1968 Olympic Games in Mexico City, 22-year-old long jumper Bob Beamon won a gold medal and set a new world record by jumping 29 feet, 2-½-inches. In the prior 100 years, the world record […]
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Questioning if the U.S. dollar’s future as the world’s reserve currency is in jeopardy isn’t new, but it’s emerged again lately amid headlines relating to foreign governments trading in non-U.S. dollars, central banks diversifying currency reserves in the wake of the “weaponization” of the financial system against Russia, and the U.S.’s growing debt. In this […]
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Written by Peter Greer, President & CEO of HOPE International The story of Good Friday didn’t begin that morning. The narrative arc opens many years earlier in Bethlehem, with the miraculous fulfillment of prophecies spoken long ago. The story of an anticipated Savior unfolds with miraculous healings and captivating teachings to growing crowds. But the […]
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In this podcast, our head of investments for Blue Trust, Brian McClard, and senior investment strategist, John Pickart, provide insight into what we have been seeing in the markets. They also discuss the recent banking crisis, inflation, the Fed, and more. We believe the highest satisfaction in investment performance is really more tied to […]
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Building a Portfolio that Reflects Your Values Is it possible to own an investment without compromising your beliefs and values? Investing according to issues that are important to you is sometimes called values-based or impact investing. Many shareholders are interested in investing in companies that are making a positive impact on society or want […]
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People should be more concerned with the return of their principal than the return on their principal. – Will Rogers In light of recent events surrounding the collapse of Silicon Valley and Signature Banks, and concerns around First Republic and the banking system as a whole, we have received questions from clients wondering: Should I […]
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