The world will tell you that “money can’t buy happiness,” but do people’s actions line up with their words? Observe advertisements and television shows about the lifestyles of the rich and famous. Their implied messages can lead you to believe that the more money you have, the easier and more enjoyable your life will be. […]
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Written by David Campaigne, Sr. Partner and Sr. Private Wealth Advisor in Blue Trust’s Baltimore, Maryland Office. Mother’s Day is approaching, and many will take the time to show some extra love and appreciation for the women in their lives who have shaped their family’s legacy. A wise and loving mother is a wonderful gift […]
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The following was written by Scott Calhoun, Managing Director for the Family Office Division of Blue Trust. There is no such thing as an “ex-Marine.” This year will mark 35 years since I left active duty in the U.S. Marine Corps. After leaving the Corps, I started my college education and commenced on an […]
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Blue Trust is pleased to join with Blue & Co. CPAs to provide timely and relevant content to our readers. If you have children, then new changes to the Child Tax Credit may affect you. The recently passed American Rescue Plan Act (ARPA) of 2021 expands the Child Tax Credit (CTC) for tax year 2021 […]
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The following was written by Tim Bowman, a senior private wealth advisor in Blue Trust’s Indianapolis, Indiana office. In recent years, you may have heard others say, “A college degree just isn’t what it used to be.” Why do some people think that? Higher education has faced several criticisms over the past decade including cost, […]
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Independence Day, also known as the Fourth of July, is the American holiday when we celebrate the birth of our nation and our freedom from what the colonists viewed as the tyrannical rule of Great Britain. On this day each year, we express our gratitude for the bravery and self-sacrifice of our Founding Fathers, as […]
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The following was written by David Campaigne, a Senior Private Wealth Advisor in Blue Trust’s Baltimore, Maryland office. Peter Buffett (son of legendary investor Warren Buffett) said, “We’re each born into someone else’s story.”1 I’m thankful for the “story” I was born into. I’m grateful my parents set my sister and me on the path […]
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Less than two months after signing the $1.9 trillion American Rescue Plan, President Biden announced two additional plans of comparable size. The American Jobs Plan focuses on physical infrastructure, and the American Families Plan concentrates on what some are calling human or social infrastructure. These plans also include tax increases on corporations and wealthy individuals. […]
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This article was written by Eddie Holland, Sr. Private Wealth Advisor in the Greenville office of Blue Trust. I have met with numerous clients who were on the verge of making a Social Security claiming mistake. Fortunately, they asked our opinion before deciding how to proceed, and we were able to advise them properly. However, […]
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Homebuyers from coast-to-coast are feeling the heat from the housing market. Every major region in the U.S. is experiencing strong appreciation in home prices. Nationally, per the S&P Case-Shiller Index, prices are up 12% over the last year, which is the biggest gain since February 2006.1 This trend has some people wondering if the housing market […]
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The following was written by Evan Longstreth, a Sr. Private Wealth Advisor in the Atlanta office of Blue Trust. Do you feel a calling to ministry? Have you ever wondered how you can serve in fulltime ministry in your current work environment? Leveraging your business for fulltime ministry takes intentionality and thought. Often business owners […]
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The following was written by Ron Blue, the Founder of Blue Trust, Kingdom Advisors, The Ron Blue Institute, and the author of “Master Your Money” and 20 books on biblically-based finances. The Bible is pretty clear on paying taxes — “render unto Caesar what is Caesar’s.” Most of us grudgingly agree and pay what we […]
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This inspiring story comes from the book “Faces of Generosity,” published by Blue Trust. In Galatians 4:4-5 it says that God adopts us as his children: “God sent his Son, born of a woman, born under the law, to redeem those under the law, that we might receive adoption to sonship.” Imagine being a mom to […]
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The following was taken from Faces of Generosity: Inspiring Stories of People Impacting Lives Around the World, a new book published in the fall of 2016. The Scripture verse Matthew 13:12 could sum up the past 30+ years for Tom and Molly Armstrong: For to the one who has, more will be given, and he […]
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