Entries by Perry Daniels

“Wisdom for Wealth. For Life.” Episode 35: Stewarding Marriage as a Professional Athlete

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 Blue Trust Sports & Entertainment Division managing director Reed Crosson and chairman of the board Nick Stonestreet recently had a conversation with Suzy and Gio Llerena about how to build marriages that are strong enough to withstand cultural pressures and the demands of life itself. Gio is vice president of Christian Family Life, an […]

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Three Men, Three Lessons, 300 Years

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Over the last six months, the finance and investment world has lost three giants: Charlie Munger, Daniel Kahneman, and Jim Simons. With nearly 300 combined years on earth, each has left an indelible mark on society and the investment world. In this blog post, we will look at each man’s career and evaluate wisdom from […]

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“Wisdom for Wealth. For Life.” Episode 34: Navigating Unexpected Loss and Inheriting an Estate

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 Life can bring us through unexpected circumstances that we don’t feel prepared to handle. David and Melisenda Stone’s financial situation changed drastically when both of David’s parents died within a short timeframe. In a recent podcast with Blue Trust private wealth advisor, Daniel Chacon, and clients, the Stones, shared how they’re navigating the journey […]

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Stewarding Finances Wisely in the Digital Age

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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

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 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

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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?

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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

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 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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