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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