May 11, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life’s journeys, including periods of economic disruption. Although we believe a comprehensive financial plan is important in any environment, today as part of our “Navigating Economic Disruptions” series, we highlight how it can help give clarity […]
"*" indicates required fields
May 7, 2020 The Coronavirus Aid, Relief, and Economic Security (CARES) Act and subsequent notices issued by the Internal Revenue Service (IRS) have several educational provisions that we wanted to highlight for you. As the economic impact of coronavirus (COVID-19) continues, the CARES Act aims to alleviate additional debt burdens. In this blog, we will […]
"*" indicates required fields
May 4, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life’s journeys, including periods of economic disruption. We will be releasing a series of blog articles discussing these topics in the coming weeks; the first one is about time-based investing. In our experience, time-based investing is […]
"*" indicates required fields
April 20, 2020 The recently passed “Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” has many implications. In recent weeks, we have released resources pertaining to individuals/families as well as businesses. Today, we would like to give a brief description of some of the unemployment benefit provisions. As of March 27, the CARES […]
"*" indicates required fields
"*" indicates required fields
April 8, 2020 The following was written by Nick Stonestreet, CEO of Blue Trust. As you know, the last few weeks have brought new challenges for all of us, as the world combats coronavirus (COVID-19). Our lives are out of the ordinary, as we struggle with social distancing, working remotely, or for some, finding another […]
"*" indicates required fields
"*" indicates required fields
April 6, 2020 In times of uncertainty, our nation comes together. Congress passed the bipartisan bill, and on March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. The $2 trillion stimulus package, the largest in American history, offers broad economic relief and support to individuals and businesses […]
"*" indicates required fields
Blue Trust is pleased to partner with Growing Leaders to provide relevant and inspiring content to our readers. The following was written by Tim Elmore, originally published on GrowingLeaders.com. As a parent, an educator and a leader, my kids grew up observing my bias toward growth and lifelong learning. Over the years, I would take […]
"*" indicates required fields
March 19, 2020 As our country and the rest of the world grapple with the global coronavirus pandemic, we are saddened for those who have experienced loss and for those who are anxious over loved ones who may be suffering. We feel concern for those who have lost jobs and may even lose their livelihood […]
"*" indicates required fields
March 9, 2020 As International Women’s Day was celebrated yesterday, we at Blue Trust want to continue to encourage and empower women to play a larger role in their finances and investment strategy. In June 2019, it was reported that 51% of the personal wealth in the U.S. is controlled by women. This percentage equates […]
"*" indicates required fields
February 24, 2020 The following was taken from Faces of Generosity: Inspiring Stories of People Impacting Lives Around the World. Stanley Tam has lived a long and rich life giving, giving, and giving more. At age 104, it still gives him great pleasure to reflect on his “partnership” with God. In 1936, Stanley began his […]
"*" indicates required fields
February 10, 2020 The following was written by Jim Wise, Senior Partner, Director of Ministry Services, and Senior Private Wealth Advisor for Blue Trust’s office in Orlando, Florida. A common question asked by many Christians with regard to giving is whether our “tithe” – or percentage giving – should be based on gross (before taxes) […]
"*" indicates required fields
February 4, 2020 According to the CDC, 45 million people in the U.S. got sick from the flu between 2017 and 2018, leading to over 61,000 deaths.1 Yet the coronavirus is causing much greater concern than the flu. Now, the World Health Organization (WHO) has declared the outbreak a public health emergency. Entire cities have been […]
"*" indicates required fields
January 27, 2020 On January 20, our nation observed Martin Luther King, Jr. Day – a day that many choose to spend in service to others. In fact, awareness of and participation in the MLK Day of Service has grown significantly since Congress designated it as a federal holiday in 1994, and there are many […]
"*" indicates required fields
January 13, 2020 The following was written by Brian Shepler, President and EVP of Client Services, located in Blue Trust’s national office in Atlanta, Georgia. As we reach another “decade milestone” in 2020, I am truly humbled as I reflect on the growth we have experienced as a company over the past 10 years. Our […]
"*" indicates required fields
"*" indicates required fields
December 30, 2019 The following was written by Nick Stonestreet, CEO of Blue Trust. Many of you may already know that Blue Trust celebrated our 40th anniversary in November. We recently recognized this milestone with our employees across the U.S. and at our national office in Atlanta. We were also blessed to have our founder, […]
"*" indicates required fields
December 16, 2019 The following was written by Curt Knorr, an Investment Management Senior Partner located in Blue Trust’s national office in Atlanta, Georgia. Since I joined Blue Trust in 1986, the company has gone through many changes for the better. We had a staff of 25 then – it’s over 350 today. We didn’t […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields
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 […]
"*" indicates required fields