Wisdom for Your
Financial Journey

On a summer day in 1776, 56 men affixed their signatures to a document declaring the United States' independence.

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 these men based on one of their most famous quotes.

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 through grief while learning to wisely steward a new inheritance.

The following was written by Scott Calhoun, Managing Director for the Family Office Division of Blue Trust.   There is no such thing as an “ex-Marine.” This year will mark 35 years since I left active duty in the U.S. Marine Corps. After leaving the Corps, I started my college education and commenced on an incredible career in the financial services industry, ultimately leading to my fortuitous introduction to Blue Trust.

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 typically lose focus after eight seconds, meanwhile the goldfish, famous for a short attention span will lose focus after nine.

This spring newsletter explores the distinction between earthly riches and true riches, examining how work and money fit into a fulfilling life from a Christian perspective. The publication addresses the psychological relationship between wealth and happiness while offering biblical guidance on developing a spiritually focused attitude toward finances, relationships, and stewardship.

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 generosity that shapes how they view their finances, as well as how they've taught their children to handle money.

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 can harness the power of innovation and productivity by investing on a global basis and across various asset classes.

Originally conceived in the early 1900s by Anna Jarvis, Mother's Day was created to honor the sacrifices that mothers make for their children. Jarvis envisioned Mother's Day as a time of personal celebration between mothers and their families. In today's busy world, she would likely encourage us to return to the simple act of reflecting on and appreciating the lessons and legacies left by our mothers.

Written by Brian Shepler I am grateful and humbled by the Board of Directors' invitation to serve as the next CEO of Blue Trust―just the fourth CEO in the company's 45-year history. I couldn't be more excited about the opportunity before us to maximize the firm's mission and continue providing trusted, biblical financial counsel to help clients make wise financial decisions, live generously, and leave a lasting legacy.

U.S. stocks have dominated global markets for over 15 years, but investors may be overlooking compelling international opportunities.

Written by Nick Stonestreet For the last seven years, I have been honored to serve as chief executive officer (CEO) of Blue Trust and be part of the significant growth we've achieved as a firm and the dedication with which we have continued to serve our clients. Now, I am privileged to announce that Brian Shepler will step into the role of CEO effective April 15.