Wisdom for Your
Financial Journey

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.

September 27, 2019 We are truly living in interesting times. It's hard to believe that since the first glimmer of sub-zero rates in 2014, now 40% of global developed market government bonds have negative yields, which means that at the bond's maturity, investors will get back less than they paid. That's $17 trillion across 19 countries, for those of you keeping track.

August 26, 2019 So far, 2019 has been filled with uncertainty. Ongoing trade tensions between the United States and China, speculation over whether the Federal Reserve will raise or cut interest rates, and concerns over slowing global economic growth have all contributed to the increased volatility we've seen over the last several months. Still, we've been through periods of uncertainty before.

August 20, 2019 “Don't put all your eggs in one basket” is one common piece of advice that can be especially relevant to investing. Investors of all types recognize the importance of diversifying. Its value goes beyond common sense benefits like avoiding single-stock, catastrophic risks (e.g., bankruptcy) to statistical benefits like reducing portfolio volatility. Yet, many investors unknowingly fail to take full advantage of diversification's benefits.

Your Money Made Simple distills Russ Crosson's decades of financial wisdom into practical guidance anyone can apply—regardless of income level, age, or vocation. The book walks readers through managing money biblically, from spending and saving to giving and building margin for what matters most.

A Faces of Generosity profile built on a simple conviction: that one person, however small they may feel, can make a real difference in a big world by choosing to use what they have to serve and give to others.

In this Faces of Generosity story, a family shares what it has meant to welcome fifteen children through adoption—an everyday, deeply personal picture of generosity lived out at home.

A Faces of Generosity reflection on generosity that begins with relationship: taking the time to truly know people and walk alongside them, so that giving flows from genuine connection rather than distance.

This Faces of Generosity feature shares Blue Trust's own story—how a Christian wealth management firm came to help families steward their resources wisely, give with purpose, and live out their faith through generosity.

In this Faces of Generosity story, one person's willingness to give something up opens the door for others to experience the joy of giving—a portrait of how a single act of sacrifice can multiply generosity in the lives of many.

Part of Blue Trust's Faces of Generosity series, this short film makes the case for preventing orphanhood rather than only responding to it—supporting and strengthening families so that children can stay with the people who love them.