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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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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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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Our CEO and chief investment officer, Nick Stonestreet, recently sat down with our head of investments, Brian McClard, to share some of their insights about current economic issues, what may lie ahead, and how a financial plan is the best means of weathering unpredictable economic conditions. You can view their full discussion in the most […]
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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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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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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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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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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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