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 […]
"*" indicates required fields
Written by Russ Crosson, Chief Mission Officer and Sr. Partner Thanksgiving is still a month away, but it’s not too early to start thinking about how you want to share your thankfulness with others. While it’s a wonderful practice of gratitude to list the things you are thankful for, it may be worth exploring a […]
"*" indicates required fields
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 15: Stewarding Your Marriage and […]
"*" indicates required fields
"*" indicates required fields
Investors know that markets are uncertain, cyclical, and sometimes volatile. However, that knowledge doesn’t always make economic challenges and market downturns easier to endure. While consumers are feeling the effects of inflation on their wallets, recent market declines and economic data reports have caused concern and discomfort for investors. The following questions and answers are […]
"*" indicates required fields
Blue Trust’s CEO and chief investment officer, Nick Stonestreet, along with head of investments, Brian McClard, recently shared some insights on the current economic landscape, why the market is struggling, how international events are affecting investors, and what may lie ahead. You can view their full discussion in the most recent episode of our “Wisdom […]
"*" indicates required fields
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 13: FAQs with Blue Trust […]
"*" indicates required fields
"*" indicates required fields
The current U.S. housing market is the hottest in years. Fortune recently reported that U.S. home prices are up 18.8% over the past 12 months, and the year-over-year rate of home price growth is expected to hit 22% this spring.[1] In comparison, the average annual rate of home price growth from 1986-2020 was 4.6%. In […]
"*" indicates required fields
Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist On Tuesday, August 16, 2022, President Biden signed the Inflation Reduction Act (IRA) (the “Bill”) which was passed by the House and Senate earlier this month. The Bill has been pushed by President Biden and the democrats in […]
"*" indicates required fields
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, […]
"*" indicates required fields
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 11: Ukraine, Microfinance, and Mission Drift […]
"*" indicates required fields
"*" indicates required fields
Written by Mike Miller, Sr. Partner & Sr. Private Wealth Advisor in in Blue Trust’s Greenville, SC office Having been in the financial industry for over 40 years, I have noticed certain questions seem to get asked repeatedly. One area that I get a lot of questions on is the Required Minimum Distribution (RMD) from […]
"*" indicates required fields
This week, many of us will gather with friends and family to honor and remember the pivotal date in our country, July 4, 1776, when the 13 colonies declared their independence from British rule. The writing, signing, and adoption of the Declaration of Independence founded the United States government, establishing that every person has inherent […]
"*" indicates required fields
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office In times of economic volatility, we encourage investors to remember these truths: God is in control. Contentment is not determined by the markets. An impulsive decision can have long-term implications. We’ve been here before, and we’ve made […]
"*" indicates required fields
There are options you can utilize to help protect some of your cash reserves against inflation. We understand inflation is a concern for many right now as the Consumer Price Index continues to rise and questions about when inflation will subside seem to persist. While we are not able to predict the future, we believe […]
"*" indicates required fields
Written by Dr. Michael Patterson, founder of Be a Peace Maker Over the weekend, we celebrated both Father’s Day and Freedom Day, otherwise known as Juneteenth. You may have special traditions for celebrating and remembering your father, or for those without a father, the men in your life who act as fathers, mentors, teachers, and […]
"*" indicates required fields
As turbulence in the markets continues, many investors are feeling unsettled. The inflation report released on Friday, June 10 was worse than expected. In May, prices increased 1.0%, causing the annual inflation rate to rise to 8.6%, the highest since December 1981. Excluding the most volatile categories (food and energy), prices increased 0.6% in May […]
"*" indicates required fields
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 10: Wrestle Like a Girl with […]
"*" indicates required fields
What role did God’s Word play in shaping the history of America? In our ninth episode, Aaron Groen, financial advisor in the Blue Trust Baltimore office talks with Alan Crippen, former executive director of the Faith and Liberty Initiative at American Bible Society in Philadelphia, Pennsylvania, about how the Bible shaped the decisions and lives […]
"*" indicates required fields
"*" indicates required fields
We know many investors have found recent world events and the global investment markets of 2022 unsettling, and we thought you might appreciate hearing our perspective. Below are some questions we have received from our clients and additional questions we thought you might have. We hope these insights provide some perspective regarding our current thinking […]
"*" indicates required fields
Bonds are having an almost unprecedented year. Through April 30, the Bloomberg U.S. Aggregate Bond Index declined 9.5%, its worst four-month drawdown dating back to 1975. Investors are not accustomed to this level of volatility in bonds and for good reason. We must go back to 1980 to find a drawdown—of any length—that exceeded 9.5%. […]
"*" indicates required fields