Entries by BrittanyA

“Wisdom for Wealth. For Life.” Episode 14: Recent Economic Data and Market Numbers are not What Investors Hoped for… How Do We Process and Prepare?

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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 […]

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“Wisdom for Wealth. For Life.” Episode 13: FAQs with Blue Trust Financial Experts

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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 […]

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Wisdom For Wealth. For Life.® Newsletter Summer 2022

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Making Wise Housing Decisions in a Hot Market

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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 […]

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What you Should Know About the Inflation Reduction Act

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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 […]

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Five Questions to Ask When Receiving Financial Advice

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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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“Wisdom for Wealth. For Life.” Episode 11: Ukraine, Microfinance, and Mission Drift with Peter Greer and David Campaigne

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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  […]

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Economic Review & Outlook Third Quarter 2022

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Required Minimum Distributions: What, When, and How

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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 […]

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Perfect Love: Celebrating Our Independence and Dependence

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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 […]

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In Volatile Times, Consider Time Horizons

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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 […]

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Protecting Your Cash Reserves From Inflation

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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 […]

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Freedom Day

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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 […]

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Inflation Continues to Negatively Impact Markets

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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 […]

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“Wisdom for Wealth. For Life.” Episode 10: Wrestle Like a Girl with 3-Time U.S. National Champion Sally Roberts

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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 […]

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“Wisdom for Wealth. For Life.” Episode 9: Christian CEOs who Shaped the Course of American History with Alan Crippen

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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 […]

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Wisdom For Wealth. For Life.® Newsletter Spring 2022

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What Does the Current Market Volatility Mean for My Financial Plan?

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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 […]

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Should Investors Still Hold Bonds?

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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%. […]

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Retirement Checklist: Are You Ready for Retirement?

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Written by Andrew Allen, Private Wealth Advisor in Blue Trust’s Atlanta, GA office How do you envision your retirement? Maybe you plan to fill your time with travel, family, mission work, a special hobby, volunteering at your church or favorite charity, gardening, taking a class, or even working a fun, part-time job. While the Bible […]

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The Financial Planning Checklist for 1099 Employees

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Written by Colby Gilmore, Private Wealth Advisor in Blue Trust’s Nashville, Tennessee office There are significant differences when you are a 1099 employee versus a W-2 employee. How do you know if you are a 1099 employee? Are you self-employed, an independent contractor, and/or did you need to complete a W-9 for the company paying […]

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What Does Volatility in the Equity Markets Mean for Investors?

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What’s happened year to date? Despite lingering supply chain issues and growing inflation concerns, investors saw strong equity performance in 2021, both domestically and internationally, as the S&P 500 and MSCI ACWI returned 28.7% and 19.0%, respectively. In contrast, investors have experienced significant volatility and market selloffs in 2022 that have negated most, if not […]

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“Wisdom for Wealth. For Life.” Episode 8: Leaving Nothing Unsaid with Jody Noland

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On Mother’s Day, most of us head to the store to buy a greeting card and tell our mom how much we love her.  For many people, the card is more important than the flowers or gifts.  For some, what you write to them will be with them for the rest of their lives.  But […]

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“Wisdom for Wealth. For Life.” Episode 7: Business Succession and Legacy with Chip & Jon Vaughan

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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 7: Business Succession and Legacy with […]

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