Entries by Perry Daniels

Economic Review & Outlook First Quarter 2024

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Economic & Market Insights: Reflecting on 2023 and Looking Forward to 2024

A Resilient Economy At the beginning of last year, most economists and strategists were confident that the U.S. would enter into a recession in 2023. Many traditional indicators of a recession, such as the inversion of the yield curve, supported this conviction. Multiple interest rate cuts were expected but did not materialize as the Federal […]

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True Riches

Written by Brian Shepler, President and COO of Blue Trust As we embark on a new year, a wide range of opinions prevail on what is in store for the economy in 2024. Consider the following summaries from several of the leading global economists and prognosticators: “The global economy will perform better than many expect […]

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Great Is His Faithfulness

Written by Nick Stonestreet, CEO of Blue Trust “The steadfast love of the Lord never ceases; his mercies never come to an end; they are new every morning; great is your faithfulness.” Lamentations 3:22-23 On October 7, several of our employees, next-gen clients, and I were scheduled to travel to Israel for a two-week Holy […]

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What is the Value of Five Golden Rings?

In the beloved Christmas carol, “The 12 Days of Christmas,” the true love gave five golden rings on the fifth day of Christmas. Ever wonder about the value of five golden rings? As an investment, and one that attracts significant attention during inflationary times and global crises, the price of gold recently reached a new […]

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Wisdom For Wealth. For Life.® Newsletter Fall 2023

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“Wisdom for Wealth. For Life.” Episode 30: Introducing Blue Trust

 Our firm is entering an exciting new season as we officially change our name to Blue Trust. This new name continues to honor our founder, Ron Blue, and the legacy he built but also reflects our commitment to innovation, growth, and progress. Although our name is changing, our values and mission will remain the […]

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The Israel and Hamas Conflict: How It Could Impact Oil Prices

On October 7, 2023, Hamas initiated a surprise attack on Israel, killing more than 1,300 people and taking hostages back to Gaza. We are heartbroken by the loss of life and grieve with those who have lost loved ones. We pray for those who are suffering and join the rest of the world in praying […]

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“Wisdom for Wealth. For Life.” Episode 28: How God Can Do The Impossible With Mark Batterson

 “…Truly I tell you, if you have faith as small as a mustard seed, you can say to this mountain, ‘Move from here to there,’ and it will move. Nothing will be impossible for you.” Matthew 17:20 (NIV) Are you believing God can do all things, big and small, beyond what our minds can […]

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Economic Review & Outlook Fourth Quarter 2023

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U.S. vs. Emerging Markets: Comparing Performance Since the Global Financial Crisis

For more than a decade, U.S. stocks have essentially been the only game in town. Emerging markets (EM), such as China, India, and Mexico, have been left behind as the dominance of the “FAANG” stocks (an acronym representing Facebook, Apple, Amazon, Netflix, and Google) powered markets higher. A new group of stocks, dubbed the “Magnificent […]

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“Wisdom for Wealth. For Life.” Episode 27: Stewarding Your Faith in Hollywood

 Many people are often curious about the idea of Hollywood and the people who spend their careers in that environment. Colby Gilmore, a Blue Trust private wealth advisor, recently had a conversation about faith and finances on the Wisdom For Wealth. For Life. podcast with actors and Blue Trust clients, Allegra and Clayton Snyder. […]

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Why Has the Number of Public Companies Declined?

The recent near-highs of the stock market are masking a trend from the last few decades: The number of publicly traded U.S. companies has dropped significantly. In 1996 the number of listed companies in the U.S. peaked at 8,090, but as of Q1 2023, it had fallen to 4,572, a drop of 43%.[1] The chart […]

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Where Were You on September 11?

Each year on Patriot Day, we remember the horrific attacks of September 11, 2001, that took the lives of 2,977 innocent people. The reality that 22 years have passed since that tragic day seems almost unreal. For most of us, the precise moment when we heard about the planes crashing into the World Trade Center […]

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Wisdom For Wealth. For Life.® Newsletter Summer 2023

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“Wisdom for Wealth. For Life.” Episode 26: Financial Planning Tips for Women: Budgeting, Benefits, and Retirement

 Women are wielding greater financial power today than at any point in history. In fact, it’s estimated that women: Now control 51% or $22 trillion of American personal wealth. Will manage $30 trillion of intergenerational wealth by 2030. Control 80% of household buying decisions. While nine out of 10 women report that they are […]

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External Transitions

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Internal Transitions

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Enhancing Corporate Value

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Aligning Corporate Direction

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Juneteenth, Civil Rights, and Racial Reconciliation

On June 19, we are honored to observe the Juneteenth holiday to remember this important date in U.S. history. Many Americans may not fully understand the significance of Juneteenth, as it only officially became a federal holiday in 2021. However, generations of Black Americans have recognized its importance in marking the day when the last […]

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“Wisdom for Wealth. For Life.” Episode 24: Addressing the Stress of Money in Marriage

 Marriage can be one of life’s greatest blessings – and biggest challenges. Even in the strongest of marriages, couples usually experience friction. Avoiding conflict altogether isn’t realistic, but learning to address conflict in healthy ways can keep relationships strong. In a recent podcast, Blue Trust’s Russ Crosson had the opportunity to talk with Brian […]

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“Wisdom for Wealth. For Life.” Episode 23: The Kindness Effect: How Compassion and Surrender Led to Leadership

 In our twenty-third episode, we sit down with the chief supply chain officer of Atlanta Community Food Bank and former district manager of the Home Depot, Kenny Hill, along with Blue Trust CEO, Nick Stonestreet, and founder of Be A Peacemaker, Dr. Michael Patterson. Kenny shares his story of growing up in poverty and […]

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“Wisdom for Wealth. For Life.” Episode 20: Divorced, Widowed, Single or Married: Financial Planning for Women

 Women’s History Month Each year in March, we celebrate Women’s History Month as a special opportunity to honor the numerous contributions and accomplishments of women throughout history. Countless women have impacted our society by lobbying for the rights of women. One of the biggest milestones was women gaining the right to vote and therefore […]

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