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Entries by BrittanyA
Where We Are in the Story of Easter
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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“Wisdom for Wealth. For Life.” Episode 22: The Banking Crisis, Inflation, and the Fed – What You Need to Know
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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“Wisdom for Wealth. For Life.” Episode 21: How Can I Impact Current Trends in Corporate America?
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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Is My Cash Safe?
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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Silicon Valley Bank Collapse
Silicon Valley Bank (SVB), the 16th largest U.S. bank by assets, was forced into FDIC receivership on Friday, March 10, 2023, after a classic run on bank deposits following concerns about investment losses and its inability to raise capital. Two other banks also failed in the last few days. A common thread among these banks […]
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Supercore Inflation: The New Focus of the Federal Reserve
The Federal Reserve (Fed) has been raising interest rates for a year in its attempt to cool inflation; but with inflation still hovering above 6%,1 it remains far from the Fed’s 2% target. At first glance, it appears the Fed has a lot left to do, but the Fed believes there’s only one major inflation […]
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The U.S. Has Reached Its Debt Limit. Now What?
On January 19 the U.S. reached its $31.4 trillion borrowing limit. Since then, the U.S. Treasury has resorted to “extraordinary measures”1 to extend the U.S. government’s ability to continue paying its expenses without breaching the debt limit. The Treasury will likely exhaust its options sometime between June and September, at which point it will reach […]
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Women Face Unique Financial Planning Challenges
Women today manage many responsibilities such as caring for aging parents, managing children’s education and schedules, volunteering, and working full-time — whether inside or outside the home. With numerous demands on their time and energy, even women who are knowledgeable and equipped to make financial decisions find that their finances often fall to the bottom […]
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Stewardship: A Call to Faithfulness
Written by Jared Simmons, Private Wealth Advisor at Blue Trust Psalm 24:1 says, “The earth is the LORD’s, and everything in it, the world, and all who live in it.” Everything we have has been entrusted to us by God and how we use it defines whether we are faithful stewards or not. Stewardship is […]
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Quiet Heroes in the Civil Rights Movement
Every January, 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. Dr. King was said to be greatly influenced by Mahatma Gandhi, who believed […]
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Forward Together… Taking New Ground!
Written by Brian Shepler, President of Blue Trust One of my favorite quotes by John Maxwell is, “Change is inevitable. Growth is optional.” As we journey through life, our environments are constantly in flux, but individually we have a daily choice to press forward and embrace the personal growth that accompanies that change. So, what […]
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How Will SECURE Act 2.0 Impact Your Retirement Plan?
Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist On Friday, December 23, 2022, Congress passed a $1.7 trillion spending bill known as the Consolidated Appropriations Act of 2023 (Bill). You may wonder what impact this Bill could have on you. While the Bill itself does […]
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Financial Self-Care Checklist
The new year is a great time to review your financial plan and goals. At Blue Trust, we value financial planning and believe it is the first step in a journey to financial freedom. We’ve prepared this simple check list to help you see where you are now and how you can gain more motivation […]
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On Earth As It Is in Heaven
Written by Nick Stonestreet, CEO for Blue Trust At Blue Trust, one of our cultural aspirations that shapes and informs who we are as an organization is striving to create a work environment that emulates “on earth as it is in heaven” (Matthew 6:10). We are all flawed, imperfect individuals who fail at the implementation […]
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12 Days of Christmas Tax Edition
Created by Chris Lim and Colby Gilmore, Private Wealth Advisors in Blue Trust’s Nashville, TN office
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Has the Stock Market Bottomed Out?
Stock market declines, like the one we experienced this year, occur regularly. Since World War II, U.S. stocks have declined 10% or more from their all-time peak on 18 occasions—approximately once every four years. A couple of months ago, U.S. stocks were 25% below where they began the year. Although they have rebounded some, they […]
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Giving Thanks in All Circumstances
Written by Shawn Jacques, Private Wealth Advisor in Blue Trust’s Chicago, Illinois office In today’s world, it can be difficult to look at our circumstances and see the good in the tough times we experience. Yet, God’s Word tells us to give thanks in all circumstances, even when it feels impossible to do. A Greek […]
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A Time to Ponder
Written by Russ Crosson, EVP and Chief Mission Officer It has been quite a year in many ways! Inflation increased to levels unseen in over forty years, while stocks and bonds retreated together for the first time since 1969, which has only happened three times in the past 100 years. Our wallets are feeling the […]
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Is U.S. Housing in Another Bubble?
The primary cause of The Great Recession in 2008-2009 was the collapse in the U.S. housing market. Fourteen years later, this industry is the focal point again as housing has become unaffordable for many Americans. Before the last housing bubble burst, price appreciation peaked at 14.5% (on an annual basis). This time, prices increased more […]
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