By some measures, during the first quarter of 2022 bonds experienced their worst quarter in 40 years as the Barclays Aggregate Bond Index fell just under 6%. Yields on short- and medium-term U.S. Treasuries rose dramatically (prices fall when yields rise) as the two-year yield climbed at the sharpest pace since 1984 and five-year yields […]
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Written by Erik Daniels, Executive Vice President Earlier this year, on February 25, the Associated Press reported that Ukrainian President Volodymyr Zelensky was asked to evacuate Kyiv at the behest of the U.S. government. However, he turned down the offer, saying “The fight is here; I need ammunition, not a ride.” His heart for his […]
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Blue Trust’s senior investment strategist Mark Elam, and Marshall Stocker, vice president and co-director of emerging markets at Eaton Vance Management, discuss opportunities in emerging markets, investing in China, and some of the long-term impacts of the war in Ukraine. If you have any further questions or would like to discuss your investment strategy, please […]
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Written by Keith Kreb, Sr. Private Wealth Advisor in Blue Trust’s Chicago, Illinois office You may be surprised to learn that many retirees don’t enjoy retirement. They discover this new time in their life isn’t made up of the happy “golden years” that they anticipated. Retirement usually means a shift from adding to investments to […]
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Confident leader. Creative innovator. Inspiration to many. Stewarding influence and pioneering collaborative efforts for strategic impact are among the themes that characterize the ministry and career of Rev. Dr. Nicole Martin, the Senior VP of Ministry Impact at American Bible Society. During Women’s History Month, we wanted to feature her as a Woman of Impact […]
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Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office When stock markets are dropping, we may feel our anxiety rising. This response is common and understandable. If the stock tickers are flashing red, the headlines are screaming bad news, and the world feels particularly unstable, then […]
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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 6: Escaping Poverty Through Education with […]
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On February 24 Vladimir Putin, the President of Russia, ordered a full-scale invasion of Ukraine, the largest military attack in Europe since World War II. The foremost effect of the war so far has been a humanitarian crisis. Since the war began, accurate information has been difficult to obtain, but it’s estimated that over one […]
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Women are controlling more and more of the private wealth in our country each year. However, it is still common for women to feel ill-equipped or take a back seat when it comes to managing finances. What recent trends have we noticed regarding women and money management? Women today lead such busy lives that […]
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Written by Judy Hubbard Hulsey, Private Wealth Advisor in Blue Trust’s Orlando, Florida office Have you heard of “Gen 4”? No, not Genesis 4, but Generation 4? If you pick up any business periodical, eventually you will see an article with the abbreviations “Gen 2” and “Gen 3.” The etymology comes from the concept of […]
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Written by Ryan Brown, Sr. Manager, Digital Marketing for Blue Trust Ukraine is experiencing a crisis that has affected the world. There are many Christians there right now working to rescue families, protect the vulnerable, and save lives. I lived and served in Kyiv, Ukraine for three years with a Christian charitable organization that is […]
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In December of 2019, CNBC reported that Baby Boomers, who own 2.34 million businesses employing over 25 million people in the U.S., are retiring in record numbers.1 However, the quarterly Wilmington Trust Business Owners Outlook: Is Now the Time to Sell? survey performed the same year indicated that only 48% are preparing successors to take […]
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Written by Dr. Michael L. Patterson, Founder, Be A Peace Maker, Inc. Black History Month is an annual celebration of achievements by African Americans and a time for recognizing their central role in U.S. history. Also known as African American History Month, the event grew out of noted historian Carter G. Woodson’s dedication to celebrating […]
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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 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 5: Dr. Timothy Jones & Shannon Williams […]
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Blue Trust is excited for our month-long celebration of the launch of our new podcast “Wisdom for Wealth. For Life.” Our goal is to give advisors, clients, and thought leaders the chance to share their stories of faith, finances, and fellowship with our entire community. Episode 4: Carol Jackovich and Russ Crosson on Biblical Financial […]
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Blue Trust is excited for our month-long celebration of the launch of our new podcast “Wisdom for Wealth. For Life.” Our goal is to give advisors, clients, and thought leaders the chance to share their stories of faith, finances, and fellowship with our entire community. Episode 3: Bill and Amber Brigham on Early Retirement in […]
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Blue Trust is excited for our month-long celebration of the launch of our new podcast “Wisdom for Wealth. For Life.” Our goal is to give advisors, clients, and thought leaders the chance to share their stories of faith, finances, and fellowship with our entire community. Episode 2: Scott Linebrink on Ending Water Poverty In our […]
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Blue Trust is excited to announce the launch of our new podcast, “Wisdom for Wealth. For Life.” Our goal is to give advisors, clients, and thought leaders the chance to share their stories of faith, finances, and fellowship with our entire community. Episode 1: The Ron Blue Story In this first episode, join us as […]
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Written by Mike Bleck, Senior Estate Planning Specialist If all you wanted for Christmas was tax legislation, you were disappointed! What a year it has been monitoring the twists and turns of various estate planning and tax proposals and the potential impact. Let’s review where we have been this year and what may lie ahead […]
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“Generosity is the antidote to materialism.” (Watch this video to learn more about the Holiday Giving Challenge.) The Blue Trust Holiday Giving Challenge STEP 1: Give your children money for the holidays. STEP 2: They give the money to any person or organization they want to help. STEP 3: Share about the experience together during […]
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Written by the Blue Trust Business Consulting Division Part 2: Identity Part one of our ownership independence discussion focused on the benefits to the owner and to the business of separating personal and business finances. Part two focuses on establishing separate identities for the business and the owner. Ecclesiastes demonstrates the importance of motivation […]
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Written by the Blue Trust Business Consulting Division Part 1: Finances If you have ever considered what retirement means as a business owner, you have probably thought about what makes your business valuable. From the perspective of a potential buyer, value is driven by dependable, consistent, free cash flow. This is achieved through things like […]
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