Wisdom for Your
Financial Journey

With President Trump signing the One Big Beautiful Bill Act (OBBBA) into law on July 4, 2025, many people are trying to wrap their heads around the new legislation. This almost 900-page sweeping legislation impacts a variety of sectors, and you may be wondering, How will this information affect me? And what new financial planning opportunities are available?

The second quarter brought equity market recovery as recession fears and trade tensions eased, with U.S.-China trade negotiations progressing and stronger-than-expected earnings supporting gains. Key developments included a trade framework agreement between the U.S.

Advancements in technology have significantly enhanced investment schemes over the years, making them more sophisticated and harder to detect. With so much information coming at us through the internet and social media platforms, it can be difficult to discern what's real and what's not online. Everyone would like to earn an easy dollar or win the lottery (without ever buying a ticket).

When we reflect on America's founders, we naturally think of their leadership, courage, and vision. But there's another theme worth exploring: their stewardship. At its core, stewardship is about managing what we've been entrusted with in a way that honors both the giver and the greater good. God calls us to be wise stewards of all that He has entrusted to us, but stewardship isn't only a biblical ideal; it's also a practical one.

The world will tell you that “money can't buy happiness,” but do people's actions line up with their words? Observe advertisements and television shows about the lifestyles of the rich and famous. Their implied messages can lead you to believe that the more money you have, the easier and more enjoyable your life will be. Is the perception that money can buy happiness actually true?

In May, the House of Representatives narrowly passed the “One Big Beautiful Bill Act” (OBBBA), President Trump's flagship tax and spending legislation. The bill now awaits Senate review, with the goal of reaching the president's desk by July 4. The OBBBA is moving through a process known as budget reconciliation.

This content was taken from Your Life…Well Spent by Russ Crosson, Chief Mission Officer and Sr. Partner of Blue Trust Over my 40-plus years in the financial services industry, I've noticed that some grandparents choose to leave large inheritances to their grandchildren rather than their own children, sometimes because they feel their children are not fully prepared to manage those funds.

Fatherhood comes with many responsibilities—but perhaps none feels as weighty as the call to provide. Whether it's a roof over your family's head, food on the table, or braces for your teenager, many dads often feel the pressure to keep the financial wheels turning. Provision is a noble and important part of any parent's role—but biblical fatherhood calls for something deeper.

Summer is a time for sunshine, swimming pools, and ice cream—it's also a perfect opportunity to nurture your child's heart. While school may take a break, character-building never stops, and generosity is one of the most rewarding virtues we can help instill in our kids. Here are five meaningful (and fun!) summer activities to help children learn the joy of giving and caring for others.

In celebrating Memorial Day, we like to pause each year to remember what this holiday is truly about. While we all welcome the opportunity for extra time off from work, burgers on the grill, warm weather, and time spent relaxing with family and friends, let's also remember the importance of the sacrifices that have been made in order for us to enjoy the blessings of our family, friends, and community.

If you're paying down student loans, it may be comforting to know you're not alone: More than 42 million Americans are making payments toward their college education.1 While higher learning is certainly a valuable investment, the resulting debt can leave borrowers feeling like they've become a “slave to the lender,” as described in Proverbs 22:7.

This spring newsletter explores how families can transform summer vacations into meaningful opportunities for connection and character development. The issue features age-appropriate conversation starters for children from preschool through high school, guidance on practicing undivided attention, and additional articles on maximizing social security benefits.