December 7, 2020 The following blog was written by Alan Wallace, a sr. private wealth advisor in the Birmingham, Alabama office of Blue Trust. One of the best questions to ask yourself when considering a financial decision is, “How much is enough?” The question implies that, for any financial choice, a line exists. On one […]
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November 25, 2020 In this extraordinary year, we all have felt some degree of stress. Many have experienced difficulties such as illness, job loss, or isolation. We’ve also had to face some tough challenges as a society — battling a pandemic, civic and racial unrest, a contentious election, just to name a few — and […]
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November 2, 2020 The following blog was written by Justin Meade, a private wealth advisor in the Greenville, South Carolina office of Blue Trust. Why should you address income tax issues in November? All too often we are focused on the “tax preparation” deadline of April 15, but sadly, at this point, it’s probably too […]
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October 19, 2020 What’s your unique story? Every day at Blue Trust, we help our clients discover and articulate their story and the legacy they want to leave behind. Then together, we develop a financial plan to turn the desired legacy into reality. By coordinating a client’s outside advisors, providing ongoing, proactive advice and accountability, […]
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October 5, 2020 The following was written by Shawn Jacques, a private wealth advisor in the Chicago office of Blue Trust. What is hope, and what does it mean to put our hope in something? Is hope the same as trust? When I did a brief study on the concepts of trust and hope, it […]
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September 23, 2020 In our Christian walk, issues often arise that require us to consider our dual citizenship on earth and in Christ’s Kingdom. Jesus understood this conflict and told us that we were to live in the world, but not to be of this world. Although Jesus’ teachings could not specifically address all the […]
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September 21, 2020 The following was written by Dan Wolthuis, a senior financial advisor with the Everyday Steward (R) division of Blue Trust. In recent weeks, more and more clients have asked me if they should refinance their mortgages, which is the process of obtaining a new mortgage to replace an existing mortgage. Refinancing can […]
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September 11, 2020 Every year on September 11, we are reminded of the immense tragedy that occurred in 2001, when nearly 3,000 people from 93 different nations lost their lives due to terrorist attacks on American soil. Despite the social and economic circumstances we face today, remembering 9/11 is important. Although this year’s observations may […]
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September 7, 2020 Amid a global pandemic and an unstable economy, many people are hurting right now. In response, charities are rushing to meet these elevated needs, but this comes at a time when many nonprofits have been forced to cancel fundraisers and cut staff. If you want to help, consider making a charitable gift […]
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August 24, 2020 The following was taken from What Makes a Leader Great by Russ Crosson, chief mission officer of Blue Trust. Although who you are as a leader is as important as why you’re leading (the mission), how you lead may be the most important aspect of all. How you lead reveals the core […]
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August 10, 2020 After Congress failed to reach an agreement on a second stimulus package, President Trump signed four executive orders on August 8, 2020. Although Democrats and Republicans seemed to agree that a second round of direct payments is necessary to help Americans and the economy, the parties’ differences on the cost of the […]
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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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