December 2, 2019 Christmas trees, lights, carols, Santa commercials, packed stores, sale flyers, Salvation Army bell ringers, and fundraising letters. Is it just your imagination or does it seem like you are getting significantly more “asks” at this time of year, not just for your time but also for your donations? It actually is not […]
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November 29, 2019 Most investors expect two things from their investment portfolio: a future return by selling an investment at a value greater than the purchase price and a current return from their portfolio’s income. However, at Blue Trust, we don’t believe that relying on portfolio income is the best way to meet today’s cash […]
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November 18, 2019 It’s the time of year when we pause to celebrate and appreciate our many blessings. One of our greatest blessings is the freedom we enjoy, and we would be remiss if we didn’t mention Veterans Day, which was observed last Monday. On this very important day, we remembered and honored military personnel […]
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November 4, 2019 Today marks an important milestone as Blue Trust celebrates 40 years of providing Wisdom for Wealth. For Life. To celebrate, we are sharing some memories from an interview with our founder, Ron Blue. In addition to founding our firm, Ron Blue subsequently founded two other successful organizations, Kingdom Advisors and the Ron […]
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October 21, 2019 This year, Medicare holds its Fall Open Enrollment from October 15 through December 7. If you’re like many clients we serve, this can be an overwhelming process. You are bombarded with information from your current Medicare providers and potential new providers. On top of that, you have to review your prescription drug […]
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October 7, 2019 Blue Trust is pleased to partner with Women Doing Well to provide relevant and inspiring content to our readers. The following was written by Mary Tomlinson, originally published on WOMENDOINGWELL.ORG. There are so many needs in the world and so many requests that tug at my heart. On the surface, they all […]
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September 27, 2019 We are truly living in interesting times. It’s hard to believe that since the first glimmer of sub-zero rates in 2014, now 40% of global developed market government bonds have negative yields, which means that at the bond’s maturity, investors will get back less than they paid. That’s $17 trillion across 19 […]
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September 23, 2019 The following was written by Shawn Jacques, a Private Wealth Advisor located in Blue Trust’s branch office in Chicago, Illinois. As a financial advisor, I know that managing money is central to living in our society; as a parent, I am always looking for ways to train and develop my children to […]
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September 9, 2019 This week marks 18 years since the day that shook America to its core: September 11, 2001. Even as the years have created greater distance from that event, the memory of what happened has had an unforgettable impact. Popular Christian pastor and author Max Lucado observes that the memory of September 11 […]
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August 26, 2019 So far, 2019 has been filled with uncertainty. Ongoing trade tensions between the United States and China, speculation over whether the Federal Reserve will raise or cut interest rates, and concerns over slowing global economic growth have all contributed to the increased volatility we’ve seen over the last several months. Still, we’ve […]
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