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…