Wisdom for Your
Financial Journey

Historically, U.S. stock markets have not experienced corrections following presidential elections, and attempts to time the market around political uncertainty typically undermine long-term returns. While election outcomes matter, the broader economic systems and institutions that drive corporate value transcend any single administration's policies.

The 2020 election results suggest a divided government that may limit sweeping policy changes in either direction. Markets rallied on this outcome, and investors should focus on diversified portfolios rather than trying to predict short-term political outcomes.

This video explores how principles-based investing applies core values to investment decision-making, helping investors align their portfolios with their beliefs while pursuing long-term financial goals.

This video introduces the foundational concepts of principles-based investing, exploring how investors can align their portfolios with their core values and beliefs while pursuing financial goals. Viewers will gain insight into how integrating personal principles into investment decisions shapes both strategy and long-term outcomes.

This video explores the fundamentals of investment management, covering key principles and strategies for effectively managing investment portfolios to align with financial goals and risk tolerance.

Applied wisdom in investing requires translating knowledge into thoughtful, purposeful action aligned with one's values and financial goals. This video explores how principle-driven decision-making strengthens long-term wealth management and personal stewardship.

This video explores how human productivity drives economic growth and investment returns. Understanding the factors that enhance individual and collective productivity provides insight into sustainable wealth creation and long-term economic value.

This video explores the foundational investment principle that assets possess inherent value independent of market sentiment or price fluctuations. Viewers will learn how understanding true value can guide more disciplined, long-term investment decisions.

This video explores the principle of instability and its relevance to investment and economic conditions. Viewers gain insight into how market volatility and economic uncertainty affect wealth management decisions and long-term financial planning strategies.

This video explores the foundational principles that guide effective leadership and governance in organizations and institutions. Viewers gain insight into how sound decision-making frameworks and ethical governance practices create stability and long-term value for stakeholders.

After hitting a record low of 0.52% last summer, the 10-year U.S. Treasury rate has risen quickly, almost tripling to 1.55% (as of March 9). This sharp rise in interest rates has hurt bond performance (because bond prices move inversely to interest rates), causing some investors to wonder what is driving rates higher.

March 1, 2021 After a year like 2020, what if all the turmoil brought us to an opportunity for significant economic growth? In Blue Trust's recent webinar, “New Administration Tax Plan 2021,” our Head of Investments, Brian McClard, and Head of Estate/Trust Planning, Alan Cox, spoke about the economic outlook under the new administration and pointed out several indicators that are surprisingly positive.