Entries by Perry Daniels

“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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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

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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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“Wisdom for Wealth. For Life.” Episode 31: Escaping the Cycle of Materialism

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 Holding Money with an Open Hand  How much is enough? At Blue Trust, we encourage clients to consider this question as they follow their unique path to financial freedom. Often, people discover that accumulating money isn’t nearly as fulfilling as using their money to help others. On a recent Wisdom for Wealth. For Life. […]

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Economic Review & Outlook First Quarter 2024

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Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024

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A Resilient Economy At the beginning of last year, most economists and strategists were confident that the U.S. would enter into a recession in 2023. Many traditional indicators of a recession, such as the inversion of the yield curve, supported this conviction. Multiple interest rate cuts were expected but did not materialize as the Federal […]

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True Riches

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Written by Brian Shepler, President and COO of Blue Trust As we embark on a new year, a wide range of opinions prevail on what is in store for the economy in 2024. Consider the following summaries from several of the leading global economists and prognosticators: “The global economy will perform better than many expect […]

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Great Is His Faithfulness

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Written by Nick Stonestreet, CEO of Blue Trust “The steadfast love of the Lord never ceases; his mercies never come to an end; they are new every morning; great is your faithfulness.” Lamentations 3:22-23 On October 7, several of our employees, next-gen clients, and I were scheduled to travel to Israel for a two-week Holy […]

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What is the Value of Five Golden Rings?

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In the beloved Christmas carol, “The 12 Days of Christmas,” the true love gave five golden rings on the fifth day of Christmas. Ever wonder about the value of five golden rings? As an investment, and one that attracts significant attention during inflationary times and global crises, the price of gold recently reached a new […]

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Wisdom For Wealth. For Life.® Newsletter Fall 2023

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“Wisdom for Wealth. For Life.” Episode 30: Introducing Blue Trust

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 Our firm is entering an exciting new season as we officially change our name to Blue Trust. This new name continues to honor our founder, Ron Blue, and the legacy he built but also reflects our commitment to innovation, growth, and progress. Although our name is changing, our values and mission will remain the […]

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The Israel and Hamas Conflict: How It Could Impact Oil Prices

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On October 7, 2023, Hamas initiated a surprise attack on Israel, killing more than 1,300 people and taking hostages back to Gaza. We are heartbroken by the loss of life and grieve with those who have lost loved ones. We pray for those who are suffering and join the rest of the world in praying […]

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“Wisdom for Wealth. For Life.” Episode 28: How God Can Do The Impossible With Mark Batterson

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 “…Truly I tell you, if you have faith as small as a mustard seed, you can say to this mountain, ‘Move from here to there,’ and it will move. Nothing will be impossible for you.” Matthew 17:20 (NIV) Are you believing God can do all things, big and small, beyond what our minds can […]

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Economic Review & Outlook Fourth Quarter 2023

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U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis

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For more than a decade, U.S. stocks have essentially been the only game in town. Emerging markets (EM), such as China, India, and Mexico, have been left behind as the dominance of the “FAANG” stocks (an acronym representing Facebook, Apple, Amazon, Netflix, and Google) powered markets higher. A new group of stocks, dubbed the “Magnificent […]

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“Wisdom for Wealth. For Life.” Episode 27: Stewarding Your Faith in Hollywood

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 Many people are often curious about the idea of Hollywood and the people who spend their careers in that environment. Colby Gilmore, a Blue Trust private wealth advisor, recently had a conversation about faith and finances on the Wisdom For Wealth. For Life. podcast with actors and Blue Trust clients, Allegra and Clayton Snyder. […]

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