Wisdom for Your
Financial Journey

May 11, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life's journeys, including periods of economic disruption. Although we believe a comprehensive financial plan is important in any environment, today as part of our “Navigating Economic Disruptions” series, we highlight how it can help give clarity and confidence in your decision making during the current crisis.

May 7, 2020 The Coronavirus Aid, Relief, and Economic Security (CARES) Act and subsequent notices issued by the Internal Revenue Service (IRS) have several educational provisions that we wanted to highlight for you. As the economic impact of coronavirus (COVID-19) continues, the CARES Act aims to alleviate additional debt burdens. In this blog, we will discuss the student loan provisions and the 529 refund recontribution rules for those who have received a refund from a higher educational institution.

May 4, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life's journeys, including periods of economic disruption. We will be releasing a series of blog articles discussing these topics in the coming weeks; the first one is about time-based investing. In our experience, time-based investing is an important strategy that has given our clients financial clarity and confidence through past crises, as well as the current pandemic.

April 20, 2020 The recently passed “Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” has many implications. In recent weeks, we have released resources pertaining to individuals/families as well as businesses. Today, we would like to give a brief description of some of the unemployment benefit provisions.

April 6, 2020 In times of uncertainty, our nation comes together. Congress passed the bipartisan bill, and on March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law. The $2 trillion stimulus package, the largest in American history, offers broad economic relief and support to individuals and businesses affected by coronavirus (COVID-19).

Despite significant geopolitical tensions and social unrest alongside the COVID-19 pandemic, markets have remained positive as investors focus primarily on improving pandemic data and economic reopening prospects. While these non-COVID challenges carry long-term implications, markets continue demonstrating historical resilience in the face of uncertainty.

March 19, 2020 As our country and the rest of the world grapple with the global coronavirus pandemic, we are saddened for those who have experienced loss and for those who are anxious over loved ones who may be suffering. We feel concern for those who have lost jobs and may even lose their livelihood as a result of the virtual shutdown of whole segments of our economy.

March 9, 2020 As International Women's Day was celebrated yesterday, we at Blue Trust want to continue to encourage and empower women to play a larger role in their finances and investment strategy. In June 2019, it was reported that 51% of the personal wealth in the U.S. is controlled by women. This percentage equates to $22 trillion, 1 a figure that slightly exceeds the size of the U.S. economy measured by GDP (Gross Domestic Product).

February 4, 2020 According to the CDC, 45 million people in the U.S. got sick from the flu between 2017 and 2018, leading to over 61,000 deaths.1 Yet the coronavirus is causing much greater concern than the flu. Now, the World Health Organization (WHO) has declared the outbreak a public health emergency. Entire cities have been shuttered in China, and international flights have been suspended until the spreading of the virus is contained.

Investors often abandon their investment strategies during market downturns due to emotional reactions and unrealistic expectations. This white paper explores how understanding behavioral seasons—predictable cycles of market comfort and discomfort—helps investors maintain discipline, define success clearly, and prioritize their core objectives to weather volatility and achieve long-term goals.

December 16, 2019 The following was written by Curt Knorr, an Investment Management Senior Partner located in Blue Trust's national office in Atlanta, Georgia. Since I joined Blue Trust in 1986, the company has gone through many changes for the better. We had a staff of 25 then – it's over 350 today. We didn't formally manage investment portfolios in 1986, but today we are approaching $10 billion in assets under management.

November 29, 2019 Most investors expect two things from their investment portfolio: a future return by selling an investment at a value greater than the purchase price and a current return from their portfolio's income. However, at Blue Trust, we don't believe that relying on portfolio income is the best way to meet today's cash flow needs.