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Entries by BrittanyA
What Does the Current Market Volatility Mean for My Financial Plan?
We know many investors have found recent world events and the global investment markets of 2022 unsettling, and we thought you might appreciate hearing our perspective. Below are some questions we have received from our clients and additional questions we thought you might have. We hope these insights provide some perspective regarding our current thinking […]
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Should Investors Still Hold Bonds?
Bonds are having an almost unprecedented year. Through April 30, the Bloomberg U.S. Aggregate Bond Index declined 9.5%, its worst four-month drawdown dating back to 1975. Investors are not accustomed to this level of volatility in bonds and for good reason. We must go back to 1980 to find a drawdown—of any length—that exceeded 9.5%. […]
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Retirement Checklist: Are You Ready for Retirement?
Written by Andrew Allen, Private Wealth Advisor in Blue Trust’s Atlanta, GA office How do you envision your retirement? Maybe you plan to fill your time with travel, family, mission work, a special hobby, volunteering at your church or favorite charity, gardening, taking a class, or even working a fun, part-time job. While the Bible […]
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The Financial Planning Checklist for 1099 Employees
Written by Colby Gilmore, Private Wealth Advisor in Blue Trust’s Nashville, Tennessee office There are significant differences when you are a 1099 employee versus a W-2 employee. How do you know if you are a 1099 employee? Are you self-employed, an independent contractor, and/or did you need to complete a W-9 for the company paying […]
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What Does Volatility in the Equity Markets Mean for Investors?
What’s happened year to date? Despite lingering supply chain issues and growing inflation concerns, investors saw strong equity performance in 2021, both domestically and internationally, as the S&P 500 and MSCI ACWI returned 28.7% and 19.0%, respectively. In contrast, investors have experienced significant volatility and market selloffs in 2022 that have negated most, if not […]
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“Wisdom for Wealth. For Life.” Episode 8: Leaving Nothing Unsaid with Jody Noland
On Mother’s Day, most of us head to the store to buy a greeting card and tell our mom how much we love her. For many people, the card is more important than the flowers or gifts. For some, what you write to them will be with them for the rest of their lives. But […]
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“Wisdom for Wealth. For Life.” Episode 7: Business Succession and Legacy with Chip & Jon Vaughan
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 7: Business Succession and Legacy with […]
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A Historic Quarter for Bonds
By some measures, during the first quarter of 2022 bonds experienced their worst quarter in 40 years as the Barclays Aggregate Bond Index fell just under 6%. Yields on short- and medium-term U.S. Treasuries rose dramatically (prices fall when yields rise) as the two-year yield climbed at the sharpest pace since 1984 and five-year yields […]
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Easter Message: Noticed by God
Written by Erik Daniels, Executive Vice President Earlier this year, on February 25, the Associated Press reported that Ukrainian President Volodymyr Zelensky was asked to evacuate Kyiv at the behest of the U.S. government. However, he turned down the offer, saying “The fight is here; I need ammunition, not a ride.” His heart for his […]
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Emerging Markets and Geopolitics
Blue Trust’s senior investment strategist Mark Elam, and Marshall Stocker, vice president and co-director of emerging markets at Eaton Vance Management, discuss opportunities in emerging markets, investing in China, and some of the long-term impacts of the war in Ukraine. If you have any further questions or would like to discuss your investment strategy, please […]
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Finding Fulfillment in Retirement
Written by Keith Kreb, Sr. Private Wealth Advisor in Blue Trust’s Chicago, Illinois office You may be surprised to learn that many retirees don’t enjoy retirement. They discover this new time in their life isn’t made up of the happy “golden years” that they anticipated. Retirement usually means a shift from adding to investments to […]
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Women of Impact: Dr. Nicole Martin of American Bible Society
Confident leader. Creative innovator. Inspiration to many. Stewarding influence and pioneering collaborative efforts for strategic impact are among the themes that characterize the ministry and career of Rev. Dr. Nicole Martin, the Senior VP of Ministry Impact at American Bible Society. During Women’s History Month, we wanted to feature her as a Woman of Impact […]
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Four Things to Remember During Volatile Markets
Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Blue Trust’s Houston, Texas office When stock markets are dropping, we may feel our anxiety rising. This response is common and understandable. If the stock tickers are flashing red, the headlines are screaming bad news, and the world feels particularly unstable, then […]
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“Wisdom for Wealth. For Life.” Episode 6: Escaping Poverty Through Education with Dr. Madie Mosely
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of over 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 6: Escaping Poverty Through Education with […]
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Investment Implications of the Russia-Ukraine War
On February 24 Vladimir Putin, the President of Russia, ordered a full-scale invasion of Ukraine, the largest military attack in Europe since World War II. The foremost effect of the war so far has been a humanitarian crisis. Since the war began, accurate information has been difficult to obtain, but it’s estimated that over one […]
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Encouraging Women to Embrace Their Finances
Women are controlling more and more of the private wealth in our country each year. However, it is still common for women to feel ill-equipped or take a back seat when it comes to managing finances. What recent trends have we noticed regarding women and money management? Women today lead such busy lives that […]
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Will Your Wealth Make it to Gen 4?
Written by Judy Hubbard Hulsey, Private Wealth Advisor in Blue Trust’s Orlando, Florida office Have you heard of “Gen 4”? No, not Genesis 4, but Generation 4? If you pick up any business periodical, eventually you will see an article with the abbreviations “Gen 2” and “Gen 3.” The etymology comes from the concept of […]
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How to Help Ukraine
Written by Ryan Brown, Sr. Manager, Digital Marketing for Blue Trust Ukraine is experiencing a crisis that has affected the world. There are many Christians there right now working to rescue families, protect the vulnerable, and save lives. I lived and served in Kyiv, Ukraine for three years with a Christian charitable organization that is […]
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Who Are Your Next Leaders?
In December of 2019, CNBC reported that Baby Boomers, who own 2.34 million businesses employing over 25 million people in the U.S., are retiring in record numbers.1 However, the quarterly Wilmington Trust Business Owners Outlook: Is Now the Time to Sell? survey performed the same year indicated that only 48% are preparing successors to take […]
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Celebrate Black History Month with Peace Makers
Written by Dr. Michael L. Patterson, Founder, Be A Peace Maker, Inc. Black History Month is an annual celebration of achievements by African Americans and a time for recognizing their central role in U.S. history. Also known as African American History Month, the event grew out of noted historian Carter G. Woodson’s dedication to celebrating […]
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“Wisdom for Wealth. For Life.” Episode 5: Timothy Jones & Shannon Williams on the Importance of Mentorship
In our “Wisdom for Wealth. For Life.” podcast series, we share financial advice and wisdom from our network of wealth advisors and thought leaders in the industry, and from around our community of 10,000 financially blessed families who apply biblical wisdom to their financial planning and giving. Episode 5: Dr. Timothy Jones & Shannon Williams […]
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