Wisdom for Your
Financial Journey

Written by Private Wealth Advisor Mary Helen Klingen Funny things can happen when people find out you help others with their finances for a living. Sometimes, they'll tell you things about their finances they've never shared with anyone else. It can happen out of the blue—whether I'm watching TV with a friend or working out at the gym, someone will stop me and pour out their heart about their financial situation.

A look at Tariffs, DOGE, and Europe The new administration has created a whirlwind of activity in its first few weeks. Will the flurry of activity lead to a calm season like the idiom about March's weather describes? The rain and storms are necessary to replenish moisture and topple the weak and dead trees to make a forest stronger.

Women balance many responsibilities both inside and outside the home―whether it's working full time, caring for their families, running a business, or volunteering in their community―women today are busy. Money management is one of their many duties, but sometimes women don't feel equipped to make financial decisions, and finances may fall to the bottom of their priority list.

While U.S. stocks are down just 2% year-to-date1, they're down approximately 7% over the last couple of weeks, as volatility has surged to near two-year highs. The market has become skittish, responding sharply to any tariff-related news. It's not just investors who are anxious. Consumer and business sentiment has also soured as tariff concerns have grown.

At Blue Trust, we are kicking off Women's Month with the release of our latest “Wisdom for Wealth. For Life.” podcast! In this episode, financial advisor Bethany Frymire had an insightful conversation with Melissa Harrison, President and Executive Director of 4word, and Catherine Gates, VP of Programs and Partnerships. The trio discussed 4word's work, the importance of women in the workplace, and how women can advocate for themselves and support each other.

Taxes are as old as (and older than) the Bible. Jesus even addresses them in His teachings. To the taxpayers, He instructs them to “render to Caesar the things that are Caesar's, and to God the things that are God's.” (Matthew 22:21). And to tax collectors, He says, “Collect no more than you are authorized to do.” (Luke 3:13) Two thousand years later, most of us still grumble when we talk about taxes.

Blue Trust's Access Portfolios enable Christian investors to grow wealth while influencing corporate America toward values-aligned practices. Through partnerships with organizations like Brightlight and Bowyer Research, investors gain a voice in corporate decisions, proxy voting power, and the ability to advocate for Kingdom impact alongside competitive financial returns.

Scripture tells us God owns everything: “The earth is the Lord's, and everything in it.” [Psalm 24:1] But God's word also tells us we are to be good stewards of the resources He provides, faithfully investing to further His Kingdom. But what does it mean to invest faithfully?

Less than a month into President Trump's four-year term, there's already been a flurry of tariff announcements. Timeline The first pronouncement was a 25% tariff on imports from Mexico and Canada, which was almost immediately delayed after negotiations between Trump and the leaders of those nations. Shortly after, a 10% tariff on Chinese imports was announced.

Written by David Campaigne, Sr. Private Wealth Advisor & Partner of Blue Trust I was recently asked this profound, thought-provoking question by a good friend and mentor: What are the top five things you would want to convey to your children to enable them to live a more meaningful, wise, and purposeful life?

During this season of political, economic, and social uncertainty, it's not surprising that many people are wrestling with fears about the future. In its most recent annual study on financial resolutions released at the end of 2024, Fidelity found that more than half of Americans feel overwhelmed by their personal finances, and nearly 30% describe their relationship with money as ‘stressful.'

Whether you're the CEO of a company or the CEO of your home, you have an opportunity to lead with mission and purpose. Author Becca Spradlin recently spoke with Blue Trust about her newest book, Lead on Mission. In the book, Becca explains how even the strongest faith-driven businesses and enterprises can suffer unintentional neglect and drift away from their original higher purposes and values.