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
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" 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 7: Business Succession and Legacy with […]
"*" indicates required fields
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 […]
"*" indicates required fields
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" 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 6: Escaping Poverty Through Education with […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" 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 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 5: Dr. Timothy Jones & Shannon Williams […]
"*" indicates required fields
"*" indicates required fields
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 […]
"*" indicates required fields