Entries by Perry Daniels

Stewarding Finances Wisely in the Digital Age

Written by, Jonah Giller, Senior Financial Planner I’ve become convinced that technology has stunted my spiritual growth. There are endless statistics out there about how long the average American spends on their phone and on social media, but here is one statistic I’ve heard recently that was particularly eye-opening. Human beings in the modern age […]

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Wisdom For Wealth. For Life.® Newsletter Spring 2024

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“Wisdom for Wealth. For Life.” Episode 33: Building a Legacy of Giving

 Choosing to give sacrificially can be challenging, especially in times of uncertainty. Yet, it is possible to adopt a mindset about money that frees you to give abundantly with the knowledge that God owns everything and will provide the resources you need. Blue Trust clients Chris and Kim Patton have built a strategy for […]

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The World Investable Portfolio

Innovation and productivity―both stalwart cornerstones of civilization―are also traits that apply to finance and investments, directly leading to wealth creation. They also increase the variety and availability of investment options, which provide individuals and institutions the ability to participate in and benefit from the quest for constant improvement. In this blog, we’ll explore how investors […]

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Economic Review & Outlook Second Quarter 2024

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Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Do you enjoy charitable giving? Do you have an IRA (Individual Retirement Account)? Do you like paying less income taxes? Now that you have hopefully completed your 2023 income tax return, it’s time to begin thinking about how to save on your 2024 income tax bill. As you may know, the IRS requires individuals who […]

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“Wisdom for Wealth. For Life.” Episode 32: Financial Planning Tips for Women Part II

 Last year, Blue Trust hosted Part I of financial planning tips for women. We are excited to share with you Part II as we discuss some of the priorities that women should consider for their finances. This episode features a panel of Blue Trust advisors, including senior private wealth advisors Sherri White and Suzanne […]

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Does Your Stock Portfolio Care Who Is President?

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Wisdom For Wealth. For Life.® Newsletter Winter 2024

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Spot Bitcoin ETFs: Understanding what they are and their investment implications

Bitcoin, the world’s most popular cryptocurrency by market capitalization, has been making headlines lately with its soaring prices in anticipation of a spot bitcoin ETF approval. [1] Spot bitcoin ETFs are investment products that directly own bitcoin and trade on conventional stock exchanges, making them accessible to a broader range of investors. For years, the […]

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