Entries by Perry Daniels

Economic Review & Outlook First Quarter 2025

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Aligning Your Portfolio With Your Convictions

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Investors are making their voices heard like never before. The perhaps well-intentioned environmental, social, and governance (ESG) movement has received unanticipated backlash and awakened troves of investors to the possibility that their portfolio can be used for or against their convictions. Tired of remaining silent or surrendering their voice to proxy voting services misaligned with […]

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“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

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 “And let us run with perseverance the race marked out for us, fixing our eyes on Jesus, the pioneer and perfecter of faith.” – Hebrews 12:1-2 Young families are often scarce on both money and time, struggling with their career and childrearing responsibilities. Their parents can be valuable resources for wisdom, strength, and support […]

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Wisdom For Wealth. For Life.® Newsletter Fall 2024

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“Wisdom for Wealth. For Life.” Episode 39: Seasons of Marriage & Money: Wisdom for Empty Nesters

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 Our podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently explored the transition to the empty nest phase, when couples have successfully ‘launched’ grown children into lives of their own. Two couples – […]

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

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 Our podcast series, “Seasons of Marriage and Money,” explores how couples can transform their marriages by relying on God’s direction and tips on how to build stronger relationships. Blue Trust recently interviewed two couples to gain insights on the special concerns and challenges faced by families who are raising children and young adults. Amy […]

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“Wisdom for Wealth. For Life.” Episode 37: From “Me” to “We” – Seasons of Marriage & Money: Newly Married

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“The two shall become one (Mark 10:8).” This short and sweet verse highlights the Bible’s teaching that when two people unite in marriage, they are called to embrace their new role as a unified team. Our new podcast series, “Seasons of Marriage & Money,” explores how couples can transform their marriages by relying on God’s […]

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Wisdom For Wealth. For Life.® Newsletter Summer 2024

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

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 We are living in an era of tremendous technological, cultural, and social change. Yet, as Christians, we are called to cling to timeless biblical truths and look to how Jesus treated others. Living life with ‘winsome conviction’ is how Barry Corey, President of Biola University, describes Biola’s approach to reconciliation between Christians and non-Christians […]

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Labor Pains: The “Sahm” Before the Storm?

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On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized the labor market as gradually normalizing. Over the following two days, labor market data came in weaker than expected, causing fear that perhaps the labor market is deteriorating and the Fed is waiting too long to cut rates. The labor market isn’t the […]

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

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 Blue Trust Sports & Entertainment Division managing director Reed Crosson and chairman of the board Nick Stonestreet recently had a conversation with Suzy and Gio Llerena about how to build marriages that are strong enough to withstand cultural pressures and the demands of life itself. Gio is vice president of Christian Family Life, an […]

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Three Men, Three Lessons, 300 Years

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Over the last six months, the finance and investment world has lost three giants: Charlie Munger, Daniel Kahneman, and Jim Simons. With nearly 300 combined years on earth, each has left an indelible mark on society and the investment world. In this blog post, we will look at each man’s career and evaluate wisdom from […]

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

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 Life can bring us through unexpected circumstances that we don’t feel prepared to handle. David and Melisenda Stone’s financial situation changed drastically when both of David’s parents died within a short timeframe. In a recent podcast with Blue Trust private wealth advisor, Daniel Chacon, and clients, the Stones, shared how they’re navigating the journey […]

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Stewarding Finances Wisely in the Digital Age

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Written by, Jonah Giller, Senior Financial Planner I’ve become convinced that technology has stunted my spiritual growth. There are endless statistics out there about how long the average American spends on their phone and on social media, but here is one statistic I’ve heard recently that was particularly eye-opening. Human beings in the modern age […]

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Wisdom For Wealth. For Life.® Newsletter Spring 2024

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

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 Choosing to give sacrificially can be challenging, especially in times of uncertainty. Yet, it is possible to adopt a mindset about money that frees you to give abundantly with the knowledge that God owns everything and will provide the resources you need. Blue Trust clients Chris and Kim Patton have built a strategy for […]

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The World Investable Portfolio

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Innovation and productivity―both stalwart cornerstones of civilization―are also traits that apply to finance and investments, directly leading to wealth creation. They also increase the variety and availability of investment options, which provide individuals and institutions the ability to participate in and benefit from the quest for constant improvement. In this blog, we’ll explore how investors […]

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Economic Review & Outlook Second Quarter 2024

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

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Do you enjoy charitable giving? Do you have an IRA (Individual Retirement Account)? Do you like paying less income taxes? Now that you have hopefully completed your 2023 income tax return, it’s time to begin thinking about how to save on your 2024 income tax bill. As you may know, the IRS requires individuals who […]

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

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 Last year, Blue Trust hosted Part I of financial planning tips for women. We are excited to share with you Part II as we discuss some of the priorities that women should consider for their finances. This episode features a panel of Blue Trust advisors, including senior private wealth advisors Sherri White and Suzanne […]

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Does Your Stock Portfolio Care Who Is President?

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Wisdom For Wealth. For Life.® Newsletter Winter 2024

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Spot Bitcoin ETFs: Understanding what they are and their investment implications

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Bitcoin, the world’s most popular cryptocurrency by market capitalization, has been making headlines lately with its soaring prices in anticipation of a spot bitcoin ETF approval. [1] Spot bitcoin ETFs are investment products that directly own bitcoin and trade on conventional stock exchanges, making them accessible to a broader range of investors. For years, the […]

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“Wisdom for Wealth. For Life.” Episode 31: Escaping the Cycle of Materialism

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 Holding Money with an Open Hand  How much is enough? At Blue Trust, we encourage clients to consider this question as they follow their unique path to financial freedom. Often, people discover that accumulating money isn’t nearly as fulfilling as using their money to help others. On a recent Wisdom for Wealth. For Life. […]

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