Did you know about one in every seven people in the U.S. has unclaimed property or assets (like forgotten bank accounts or security deposits) being held by a state government, according to the National Association of Unclaimed Property Administrators (NAUPA)? Understanding how to uncover and reclaim these funds is crucial. The journey to reclaiming assets […]
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Written by Michael Cranford, Partner and Sr. Private Wealth Advisor in Blue Trust’s Charlotte Office “And when he got into the boat, his disciples followed him. And behold, there arose a great storm on the sea, so that the boat was being swamped by the waves; but he was asleep. And they went and woke […]
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Written by Erik Daniels, Sr. Partner and Executive Vice President A few years ago, my daughter Kelsey persuaded me to join her for the final 10 days of her journey walking the Camino de Santiago (the Way of St. James in English). The Camino encompasses several routes in Spain, France, and Portugal, drawing hundreds of […]
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Lies. They come in all shapes and sizes–from “little white lies” that save us from awkward conversations to whopping deceptions that hang around for years or even decades. Although honesty is not usually the easiest option, we know it is always the best option. In Leviticus 19:11, God tells Moses to remind the gathering of […]
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The market appears to be front-running the economy with the theme of sell first and sort out the questions later. Investors would do well to remember that markets and the economy are two different things. The economic impact at this point is completely uncertain. Key questions remain unanswered: How will countries respond to the ongoing […]
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The ongoing stream of tariff announcements culminated on April 2 with the President’s major initiative to impose broad, across-the-board tariffs on all imports. A 10% baseline tariff on all countries will go into effect this Saturday. Higher rates will be placed on countries based, purportedly, on their trade balance, tariffs on U.S. goods, and non-tariff […]
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Keep your lives free from the love of money and be content with what you have, because God has said, “Never will I leave you; never will I forsake you.” Hebrews 13:5 As the apostle Paul reminds us in the book of Hebrews, we are called to be content with what we have and […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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? In a recent discussion, Blue Trust […]
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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? If we […]
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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 […]
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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 […]
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Martin Luther King, Jr.’s early experiences shaped his life’s work to eradicate racial and economic injustice. “A good name is to be chosen rather than great riches, Loving favor rather than silver and gold.” -Proverbs 22:1 His name was originally Michael — Michael Luther King, Jr. The name was passed down from his namesake father […]
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Written by Pete Kantor, Chief Operating Officer of Blue Trust I write this message having recently surpassed the 100-day mark as Blue Trust’s new chief operating officer. The whirlwind of these early days was buffered by welcome messages from teammates indicating they were praying for my arrival and future success, client and teammate meetings that […]
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“… The old has gone, the new is here!” II Corinthians 5:15 It’s a new year, making it the perfect opportunity to tackle your finances with a fresh perspective. But where do you start? And how can you plan when you do not know what the next 365 days will hold? Fortunately, we’ve made planning […]
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Written by Brian Shepler, CEO of Blue Trust As I share this first end-of-year holiday message as CEO, my thoughts are immediately drawn to a place of gratitude, as a genuine reflection of Paul’s charge in 1 Thessalonians, “Give thanks in all circumstances; for this is God’s will for you in Christ Jesus” (1 Thessalonians […]
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Written by Russ Crosson, Chief Mission Officer and Sr. Partner of Blue Trust Imagine this: You’re at home settling in to watch your favorite Olympic gold medal game, match, or race, and you find yourself strangely calm. No anxiety, nervousness, sweaty palms, or stress. You are a huge fan of the U.S. athletes you’re watching […]
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In a surprisingly decisive victory, Trump has reclaimed the White House. Republicans also clinched the Senate and will likely retain their majority in the House. If they complete the sweep, Trump will face little resistance to enacting his ambitious agenda. This morning’s market reaction already reflects the likely implications of his policy priorities: Deregulation Throughout […]
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Written by Private Wealth Advisor Andrew Allen Whether you’ve just welcomed a baby, become a grandparent, or are close to someone who has recently had a baby, this is a special time filled with joy and new beginnings. You’ve likely seen the excitement and anticipation building over the past months for this precious “gift from […]
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