Entries by m16Dev

Staying Calm during Market Volatility and Taking the “Right” Action

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A Spirit of Thankfulness

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November 25, 2020 In this extraordinary year, we all have felt some degree of stress. Many have experienced difficulties such as illness, job loss, or isolation. We’ve also had to face some tough challenges as a society — battling a pandemic, civic and racial unrest, a contentious election, just to name a few — and […]

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Wealth Paradox: Money and Happiness

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The world will tell you that “money can’t buy happiness,” but do people’s actions line up with their words? Observe advertisements and television shows about the lifestyles of the rich and famous. Their implied messages can lead you to believe that the more money you have, the easier and more enjoyable your life will be. […]

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It’s Not Too Late to Implement 2020 Tax Planning Tactics

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November 2, 2020 The following blog was written by Justin Meade, a private wealth advisor in the Greenville, South Carolina office of Blue Trust. Why should you address income tax issues in November? All too often we are focused on the “tax preparation” deadline of April 15, but sadly, at this point, it’s probably too […]

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Writing Your Unique Story

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October 19, 2020 What’s your unique story? Every day at Blue Trust, we help our clients discover and articulate their story and the legacy they want to leave behind. Then together, we develop a financial plan to turn the desired legacy into reality. By coordinating a client’s outside advisors, providing ongoing, proactive advice and accountability, […]

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Finding Hope that Transcends Financial Independence

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October 5, 2020 The following was written by Shawn Jacques, a private wealth advisor in the Chicago office of Blue Trust. What is hope, and what does it mean to put our hope in something? Is hope the same as trust? When I did a brief study on the concepts of trust and hope, it […]

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Socially Responsible and Values-Based Investing

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September 23, 2020 In our Christian walk, issues often arise that require us to consider our dual citizenship on earth and in Christ’s Kingdom. Jesus understood this conflict and told us that we were to live in the world, but not to be of this world. Although Jesus’ teachings could not specifically address all the […]

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Should I Refinance My Mortgage?

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September 21, 2020 The following was written by Dan Wolthuis, a senior financial advisor with the Everyday Steward (R) division of Blue Trust. In recent weeks, more and more clients have asked me if they should refinance their mortgages, which is the process of obtaining a new mortgage to replace an existing mortgage. Refinancing can […]

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Remembering the Lessons of 9/11

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September 11, 2020 Every year on September 11, we are reminded of the immense tragedy that occurred in 2001, when nearly 3,000 people from 93 different nations lost their lives due to terrorist attacks on American soil. Despite the social and economic circumstances we face today, remembering 9/11 is important. Although this year’s observations may […]

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Why Now May Be an Excellent Time to Be Generous

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September 7, 2020 Amid a global pandemic and an unstable economy, many people are hurting right now. In response, charities are rushing to meet these elevated needs, but this comes at a time when many nonprofits have been forced to cancel fundraisers and cut staff. If you want to help, consider making a charitable gift […]

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Being Opportunistic in Your Intermediate-Term Portfolio

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How Great Leaders Lead

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August 24, 2020 The following was taken from What Makes a Leader Great by Russ Crosson, chief mission officer of Blue Trust. Although who you are as a leader is as important as why you’re leading (the mission), how you lead may be the most important aspect of all. How you lead reveals the core […]

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How the New Executive Orders May Affect You

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August 10, 2020 After Congress failed to reach an agreement on a second stimulus package, President Trump signed four executive orders on August 8, 2020. Although Democrats and Republicans seemed to agree that a second round of direct payments is necessary to help Americans and the economy, the parties’ differences on the cost of the […]

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What You Need to Know Before Filing an Insurance Claim

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The following was written by Alan Wallace, a senior private wealth advisor for Blue Trust’s office in Birmingham, Alabama. Given our comprehensive financial planning perspective as advisors, clients frequently ask for our thoughts about the best way to pay for unexpected expenses. When it comes to damage to their home, most homeowners will consider making […]

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What To Do When Getting Your Estate Together

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Although you may prefer not to think about the day when you will pass from this life to the next, planning for your estate is an important component of your financial plan. Estate planning involves determining how to manage and distribute your assets upon incapacitation or death. This planning includes creating your will, documenting your […]

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Emerging Themes as the World Slowly Gets Back to Business

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Thankfulness, Peace, and Freedom

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June 29, 2020 “Let them give thanks to the Lord for his unfailing love and his wonderful deeds for mankind, for he satisfies the thirsty and fills the hungry with good things.” Psalm 107:8-9 Independence Day is near, and this year’s celebrations are likely to look quite different from those of years past. Many communities […]

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A Reason to Hope

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June 15, 2020 The following was written by Kerry Mallory, a Senior Private Wealth Advisor located in Blue Trust’s office in Atlanta, Georgia. Over the past several weeks, we have shared our thoughts on concepts that are critical when navigating economic disruptions. These insights have been a part of our efforts to help our clients […]

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Is Now a Good Time to Hold Gold?

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Navigating Economic Disruptions: The Value of Financial Planning for Women

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June 1, 2020 At Blue Trust, we offer strategies and principles to help our clients navigate through all of life’s seasons, including periods of economic disruption. We believe it is important to empower women to become more involved in their finances, and that having a customized financial plan is paramount so they are prepared for […]

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Navigating Economic Disruptions: The Role of Diversification

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May 28, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life’s seasons, including periods of economic disruption. We believe diversification is a foundational concept that can be key to reducing volatility during times of market movements. As part of our “Navigating Economic Disruptions” series, we discuss […]

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Memorial Day: Remembering Our Fallen Soldiers

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May 25, 2020 This year, observing Memorial Day with our usual traditions of family cookouts, patriotic parades and ceremonies, or baseball games may look a little different. Perhaps, though, the solitude we have experienced in recent months allows us to have a new appreciation for the simple blessings and remembrances we may have taken for […]

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Navigating Economic Disruptions: The Importance of Identifying Behavioral Biases

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May 18, 2020 At Blue Trust, we offer strategies and principles to help our clients navigate through all of life’s seasons, including periods of economic disruption. We believe identifying your behavioral biases and prioritizing your financial goals are essential to your investment strategy and can help you withstand periods of market movement. Today, as part […]

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Navigating Economic Disruptions: The Power of a Financial Plan

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May 11, 2020 At Blue Trust, we offer strategies and concepts to help our clients navigate through all of life’s journeys, including periods of economic disruption. Although we believe a comprehensive financial plan is important in any environment, today as part of our “Navigating Economic Disruptions” series, we highlight how it can help give clarity […]

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