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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August 20, 2019 “Don’t put all your eggs in one basket” is one common piece of advice that can be especially relevant to investing. Investors of all types recognize the importance of diversifying. Its value goes beyond common sense benefits like avoiding single-stock, catastrophic risks (e.g., bankruptcy) to statistical benefits like reducing portfolio volatility. Yet, […]
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August 12, 2019 It is unfortunate that loss is a part of our lives. Although we have hope for both survivors and victims, we grieve with our fellow Americans and wish that there was some way that we could take away the pain of their losses from the tragedies in El Paso, Dayton, and Gilroy. […]
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July 29, 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 Heidi Metcalf Little, originally published on WOMENDOINGWELL.ORG. I have 16 square feet of garden in my front yard. It comes with romantic ideas of my barefoot children crunching […]
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June 27, 2019 Tariffs have dominated headlines since January 2018 when the U.S. first announced tariffs on imported solar cells and washing machines. With several additional rounds of U.S. tariffs, China responded with retaliatory tariffs. In December, the trade spat suddenly paused, and through the first four months of 2019, it looked increasingly likely that […]
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The following was written by Erik Daniels, Blue Trust Executive Vice President in Atlanta, Georgia. During my almost 40 years in the financial planning business, one of the most common questions I’m asked by clients and friends is how to handle the financial implications of their children graduating from college. As a father to four […]
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June 3, 2019 Generally, investors understand that a portfolio’s risk is strongly related to its return potential. Diversification, however, is a notable exception to this rule, earning it the title of the only “free lunch” in investing. Academic research has firmly established the potential of diversification to reduce portfolio volatility without reducing expected returns. Considering […]
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May 31, 2019 You can ask just about anyone how to make money in the stock market and they’ll probably tell you, “buy low, sell high.” In fact, this phrase has become so commonplace, it almost seems overused. Yet, to be a successful investor, you must follow this one simple strategy. Unfortunately, putting this strategy […]
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May 20, 2019 What are your plans this holiday weekend? Many people will be enjoying much-needed time off with friends and family. As the unofficial start of summer, Memorial Day is usually filled with fun activities, whether it’s grilling out or laying by the pool. While it’s great to spend the day off from work […]
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April 8, 2019 The following was taken from What Makes a Leader Great by Russ Crosson, Executive Vice President and Chief Mission Officer of Blue Trust. A common challenge for a leader of an organization or a team is how to handle fans versus followers. Fans are people who are excited or stirred to action. […]
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February 26, 2018 Some investors, who are not comfortable with the risk of investing a lump sum all at once, might consider dollar-cost averaging (DCA), which involves putting money to work over time by systematically investing a fixed dollar amount at regular intervals. DCA may seem advantageous because it spreads risk across multiple entry points, […]
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The following was taken from the summer edition of Blue Trust’s quarterly newsletter, Wisdom for Wealth. For Life. Over the last several months the Blue & Co. team has been working diligently to make the transition to a trust company structure. We are pleased to announce that as of August 1 we are officially Blue […]
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