What’s Next for the $1.2T Infrastructure Bill?

Written by Alan Cox, Director of Estate/Trust Planning and Estate…

What is Your Materiality Threshold?

Written by Zack Fulmer, Managing Director of Blue Trust’s Orlando,…

Noncash Business Owner Giving

Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin,…

Estate Planning Considerations in Times of Uncertainty

Written by Alan Cox, Director of Estate/Trust Planning and Estate…

Marital Oneness with Your Finances

Written by Shawn Jacques, Private Wealth Advisor in Blue Trust's…

Why Having a Fiduciary Advisor Matters

We are proud to adhere to fiduciary standards in our work. Blue…
Three Reasons a College Degree is Still a Worthy Investment

Three Reasons a College Degree is Still a Worthy Investment

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The following was written by Tim Bowman, a senior private wealth…
Three Social Security Mistakes for You to Avoid

Three Social Security Mistakes for You to Avoid

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This article was written by Eddie Holland, Sr. Private Wealth…
Why Ron Blue Pays Taxes With A Smile

Why Ron Blue Pays Taxes With A Smile

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The following was written by Ron Blue, the Founder of Blue Trust,…

Our Legacy: People with a Vision and a Mission

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https://player.vimeo.com/video/180619176  
The Truth About Money Lies - Cover
Women-On-Their-Own

Why An Advisor

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https://player.vimeo.com/video/180619166  

Biblical Foundations of Financial Wellness Video Series

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https://player.vimeo.com/video/284217842  
How Much is Enough?

How Much is Enough?

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December 7, 2020 The following blog was written by Alan Wallace,…

Wealth Paradox: Money and Happiness

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The world will tell you that "money can't buy happiness," but…

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…