Tag Archive for: Blogs

Home Ownership: Locked out of the American Dream
Home ownership is often seen as a key piece of the American Dream.…

Money Conversations to Have Before You Say “I Do”
Written by Josh Hall, Sr. Financial Planner in Blue Trust's Charlotte,…

A Day to Reflect on Conviction, Service, and Calling
Today, we pause to observe Martin Luther King Jr. Day—a time…

New Year. Same Mission.
By Russ Crosson, Chief Mission Officer
As we enter 2026, Blue…

Where God’s Fullness Meets Our Longing
“And to know this love that surpasses knowledge—that you…

An Economic Christmas Wish List
By Troy Madlom, CFA, Sr. Investment Analyst
For the first time…

“Wisdom for Wealth. For Life.” Episode 50: Faith in Every Detail: A Story of Adoption, Courage, and Faithfulness
Some stories can only be explained by the hand…

The Wisdom of Proverbs: Wealth, Wisdom, and the Heart
Written by Dr. Ken Boa, President of Reflections Ministries
The…

Understanding Private Credit: Dispelling the Doom and Gloom
Executive Summary
The rapid expansion of the $1.7 trillion…

“Wisdom for Wealth. For Life.” Episode 49: A Million Little Miracles: Rediscovering Wonder in Everyday Life
Key Takeaways:
We experience countless miracles…

Preparing Today to Protect Tomorrow: Planning for Long-Term Care
Key Takeaways:
Roughly 70% of adults over age 65 will need…

“Wisdom for Wealth. For Life.” Episode 48: Sometimes It’s Personal, Sometimes It’s Business: How to Separate Family Money from Business Money
Key Takeaways:
Without clear, documented objectives,…
A Week of Eternal Impact: Blue Trust’s Sponsorship with Groundwire
Written by Brian Shepler, CEO of Blue Trust
One of the greatest…

“Wisdom for Wealth. For Life.” Episode 47: Creating a Pipeline for Purpose with Your Family and Finances
For nearly 15 years, Blue Trust has had the privilege…

Estate Planning in a New Landscape: Opportunities for Families Near or Above the $30 Million Threshold
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

The Power of ILITs: Protecting Liquidity and Preserving Legacy in the $30 Million Exemption Era
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

SLATs, GRATs, and CRATs: Flexible Trust Strategies for Families Near or Above the $30 Million Threshold
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

Gifting Early-Stage Business Interests: Locking in Tax Savings Before Growth or Liquidity Events
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

Freezing Estate Value: How IDGTs Move Growth to the Next Generation Tax-Free
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

FLPs: Combining Control, Discounting, and Tax Efficiency
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

QPRTs: Passing Your Home to Heirs While Living in it for Years
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

From Strategy to Legacy: Building a Comprehensive Estate Plan in the $30M Exemption Era
Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

Federal Reserve Independence: Myth or Reality?
"The President Shoves the Federal Reserve Chairman and Yells…

What is God Calling You Toward in Retirement?
Wisdom about work is plentiful in the Bible. Scholars estimate…