Entries by Perry Daniels

Why Having a Fiduciary Advisor Matters

We are proud to adhere to fiduciary standards in our work. Blue Trust fiduciary advisors put our clients’ best interests first and are guided by our core values of excellence and integrity while being bound to the highest fiduciary standards. In addition, our financial advisors provide fee-only services, which means they do not receive commissions […]

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Federal Reserve Independence: Myth or Reality?

“The President Shoves the Federal Reserve Chairman and Yells at Him for Not Lowering Rates” Did you miss this headline? These events happened…but not recently. In 1965, President Lyndon Johnson and Federal Reserve Chairman Bill Martin engaged in a heated exchange over Martin’s decision to raise interest rates to counter inflation fears. Instead, Johnson wanted […]

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Wisdom For Wealth. For Life.® Newsletter Summer 2025

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Economic Review & Outlook Third Quarter 2025

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One Big Beautiful Bill: The Latest on Trump’s Flagship Legislation

In May, the House of Representatives narrowly passed the “One Big Beautiful Bill Act” (OBBBA), President Trump’s flagship tax and spending legislation. The bill now awaits Senate review, with the goal of reaching the president’s desk by July 4. The OBBBA is moving through a process known as budget reconciliation. Unlike most Senate legislation, which […]

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Wisdom For Wealth. For Life.® Newsletter Spring 2025

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Investing with Purpose: Expressing Your Values Through Your Portfolio

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Is the U.S. Headed Toward Recession?

Entering 2025, the U.S. economy and market optimism were running high. However, President Trump’s “Liberation Day” announcement of “reciprocal” tariffs on April 2 jolted expectations. In the wake of the news, U.S. stocks plunged 12% as recession fears surged. Then, on April 9, after Trump announced a 90-day pause on reciprocal tariffs―for every country except […]

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Economic Review & Outlook Second Quarter 2025

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Where Will the Market Go from Here?

This story is continuing to develop. After this piece was written on 4/9/2025, President Trump announced that he has authorized a 90-day pause, lowered reciprocal tariffs to 10% during this period, and increased tariffs on China to 125% effective immediately. One widely accepted notion is that introducing tariffs is harmful to the economy. This view […]

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Five Steps to Organizing Your Finances

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Trade Turbulence: How Tariffs Are Shaking the Market

While U.S. stocks are down just 2% year-to-date1, they’re down approximately 7% over the last couple of weeks, as volatility has surged to near two-year highs. The market has become skittish, responding sharply to any tariff-related news. It’s not just investors who are anxious. Consumer and business sentiment has also soured as tariff concerns have […]

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Wisdom For Wealth. For Life.® Newsletter Winter 2025

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The Price of Protectionism

Less than a month into President Trump’s four-year term, there’s already been a flurry of tariff announcements. Timeline The first pronouncement was a 25% tariff on imports from Mexico and Canada, which was almost immediately delayed after negotiations between Trump and the leaders of those nations. Shortly after, a 10% tariff on Chinese imports was […]

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Economic Review & Outlook First Quarter 2025

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Aligning Your Portfolio With Your Convictions

Investors are making their voices heard like never before. The perhaps well-intentioned environmental, social, and governance (ESG) movement has received unanticipated backlash and awakened troves of investors to the possibility that their portfolio can be used for or against their convictions. Tired of remaining silent or surrendering their voice to proxy voting services misaligned with […]

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“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, & In-Laws

 “And let us run with perseverance the race marked out for us, fixing our eyes on Jesus, the pioneer and perfecter of faith.” – Hebrews 12:1-2 Young families are often scarce on both money and time, struggling with their career and childrearing responsibilities. Their parents can be valuable resources for wisdom, strength, and support […]

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Wisdom For Wealth. For Life.® Newsletter Fall 2024

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“Wisdom for Wealth. For Life.” Episode 39: Seasons of Marriage & Money: Wisdom for Empty Nesters

 Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently explored the transition to the empty nest phase, when couples have successfully ‘launched’ grown children into lives of their own. Two couples – […]

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“Wisdom for Wealth. For Life.” Episode 38: Seasons of Marriage & Money: Married with Kids

 Our podcast series, “Seasons of Marriage and Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently interviewed two couples to gain insights on the special concerns and challenges faced by families who are raising children and young adults. Amy […]

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“Wisdom for Wealth. For Life.” Episode 37: From “Me” to “We” – Seasons of Marriage & Money: Newly Married

“The two shall become one (Mark 10:8).” This short and sweet verse highlights the Bible’s teaching that when two people unite in marriage, they are called to embrace their new role as a unified team. Our new podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s […]

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Wisdom For Wealth. For Life.® Newsletter Summer 2024

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“Wisdom for Wealth. For Life.” Episode 36: Leading a Christian University in a Modern Age

 We are living in an era of tremendous technological, cultural, and social change. Yet, as Christians, we are called to cling to timeless biblical truths and look to how Jesus treated others. Living life with ‘winsome conviction’ is how Barry Corey, President of Biola University, describes Biola’s approach to reconciliation between Christians and non-Christians […]

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Labor Pains: The “Sahm” Before the Storm?

On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized the labor market as gradually normalizing. Over the following two days, labor market data came in weaker than expected, causing fear that perhaps the labor market is deteriorating and the Fed is waiting too long to cut rates. The labor market isn’t the […]

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