Tag Archive for: Blogs

Are You at Risk for Financial Fraud? Here’s How to Protect Yourself.

Financial fraud is on the rise—and it’s impacting Americans…

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

 We…

Labor Pains: The “Sahm” Before the Storm?

On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…

Teaching Children Stewardship With Their Allowance

Written by Private Wealth Advisor David Lawless and Sr. Financial…

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

 Blue…

Life, Liberty, and the Pursuit of True Riches

On a summer day in 1776, 56 men affixed their signatures to a…

Three Men, Three Lessons, 300 Years

Over the last six months, the finance and investment world has…

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

 Life…

Stewarding Finances Wisely in the Digital Age

Written by, Jonah Giller, Senior Financial Planner I’ve become…

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

 Choosing…

The World Investable Portfolio

Innovation and productivity―both stalwart cornerstones of civilization―are…

The Beauty of a Mother’s Enduring Legacy

Originally conceived in the early 1900s by Anna Jarvis, Mother’s…

A Message From Our New CEO

Written by Brian Shepler I am grateful and humbled by the Board…

Introducing Blue Trust’s New CEO

Written by Nick Stonestreet For the last seven years, I have…

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

Do you enjoy charitable giving? Do you have an IRA (Individual…

Easter Message: Delivering The Hope Of Enlightened Eyes

Written by Jeff Chinery, Sr. Partner and Managing Director of…

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

 Last…

Celebrating Black History Month and Everyday Heroes

Observed every February, Black History Month is a time to honor…

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

Bitcoin, the world’s most popular cryptocurrency by market…

Financial Intimacy

Many of us will celebrate Valentine's Day with our spouses, partners,…

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

 Holding…

Quiet Heroes of the Civil Rights Movement

Today, we pause and remember the legacy and impact of Dr. Martin…

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

A Resilient Economy At the beginning of last year, most economists…