Tag Archive for: Blogs

12 Financial Tips for New Parents

Written by Private Wealth Advisor Andrew Allen Whether you’ve…

Stocks, Bonds, Bears, and Bulls — Oh My!

Written by Senior Financial Planner Mary Helen Klingen Funny…

“Wisdom for Wealth. For Life.” Episode 38: Seasons of Marriage & Money: Married with Kids

 Our…

Portfolio Impact of Fed Rate Cuts

On September 18, the Federal Reserve (the Fed) lowered the federal…

How to Shop for Home, Auto, and Umbrella Insurance

Written by Everyday Steward Senior Financial Advisor Dan Wolthuis With…

Are You at Risk for Financial Fraud? Here’s How to Protect Yourself.

Financial fraud is on the rise—and it’s impacting Americans…

“Wisdom for Wealth. For Life.” Episode 36: Leading a Christian University in a Modern Age

 We…

Labor Pains: The “Sahm” Before the Storm?

On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…

Teaching Children Stewardship With Their Allowance

Written by Private Wealth Advisor David Lawless and Sr. Financial…

“Wisdom for Wealth. For Life.” Episode 35: Stewarding Marriage as a Professional Athlete

 Blue…

Life, Liberty, and the Pursuit of True Riches

On a summer day in 1776, 56 men affixed their signatures to a…

Three Men, Three Lessons, 300 Years

Over the last six months, the finance and investment world has…

“Wisdom for Wealth. For Life.” Episode 34: Navigating Unexpected Loss and Inheriting an Estate

 Life…

Stewarding Finances Wisely in the Digital Age

Written by, Jonah Giller, Senior Financial Planner I’ve become…

“Wisdom for Wealth. For Life.” Episode 33: Building a Legacy of Giving

 Choosing…

The World Investable Portfolio

Innovation and productivity―both stalwart cornerstones of civilization―are…

The Beauty of a Mother’s Enduring Legacy

Originally conceived in the early 1900s by Anna Jarvis, Mother’s…

A Message From Our New CEO

Written by Brian Shepler I am grateful and humbled by the Board…

Introducing Blue Trust’s New CEO

Written by Nick Stonestreet For the last seven years, I have…

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Do you enjoy charitable giving? Do you have an IRA (Individual…

Easter Message: Delivering The Hope Of Enlightened Eyes

Written by Jeff Chinery, Sr. Partner and Managing Director of…

“Wisdom for Wealth. For Life.” Episode 32: Financial Planning Tips for Women Part II

 Last…