The following was written by Alan Wallace, a senior private wealth advisor for Blue Trust’s office in Birmingham, Alabama. Given our comprehensive financial planning perspective as advisors, clients frequently ask for our thoughts about the best way to pay for unexpected expenses. When it comes to damage to their home, most homeowners will consider making […]
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Although you may prefer not to think about the day when you will pass from this life to the next, planning for your estate is an important component of your financial plan. Estate planning involves determining how to manage and distribute your assets upon incapacitation or death. This planning includes creating your will, documenting your […]
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June 29, 2020 “Let them give thanks to the Lord for his unfailing love and his wonderful deeds for mankind, for he satisfies the thirsty and fills the hungry with good things.” Psalm 107:8-9 Independence Day is near, and this year’s celebrations are likely to look quite different from those of years past. Many communities […]
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June 15, 2020 The following was written by Kerry Mallory, a Senior Private Wealth Advisor located in Blue Trust’s office in Atlanta, Georgia. Over the past several weeks, we have shared our thoughts on concepts that are critical when navigating economic disruptions. These insights have been a part of our efforts to help our clients […]
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June 1, 2020 At Blue Trust, we offer strategies and principles to help our clients navigate through all of life’s seasons, including periods of economic disruption. We believe it is important to empower women to become more involved in their finances, and that having a customized financial plan is paramount so they are prepared for […]
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May 28, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life’s seasons, including periods of economic disruption. We believe diversification is a foundational concept that can be key to reducing volatility during times of market movements. As part of our “Navigating Economic Disruptions” series, we discuss […]
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May 25, 2020 This year, observing Memorial Day with our usual traditions of family cookouts, patriotic parades and ceremonies, or baseball games may look a little different. Perhaps, though, the solitude we have experienced in recent months allows us to have a new appreciation for the simple blessings and remembrances we may have taken for […]
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May 18, 2020 At Blue Trust, we offer strategies and principles to help our clients navigate through all of life’s seasons, including periods of economic disruption. We believe identifying your behavioral biases and prioritizing your financial goals are essential to your investment strategy and can help you withstand periods of market movement. Today, as part […]
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