📉 Portfolio Impact of Fed Rate Cuts 📈 On September 18, the Fed cut interest rates by 0.50%. Lower rates often mean more borrowing and investing, but how does this affect your portfolio? Stocks and bonds tend to rise after a cut, but timing these shifts can be tricky. While inflation has cooled and unemployment remains stable, we still urge caution. The full impact of this rate cut is yet to unfold, but stay tuned for potential opportunities! ⚖️ Read more from our ISG group and review further insights at bluetrust.com/blogs #Economy #Investing #Fed #InterestRates #Portfolio
Blue Trust
Financial Services
Alpharetta, GA 6,800 followers
Wisdom for Wealth. For Life.
About us
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion in assets under advisement and a nationwide network of 18 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/24 and subject to change. -- Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.bluetrust.com/privacy-regulatory/
- Website
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http://www.bluetrust.com
External link for Blue Trust
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Alpharetta, GA
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, and Institutional services
Locations
Employees at Blue Trust
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Marshall Potter, CFP®, CKA®, Partner
Sr. Wealth Advisor helping clients make better financial decisions, live generously, and leave a meaningful legacy.
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Brian Shepler
President, CEO at Blue Trust
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Kerry A. Mallory
Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy.
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Sherri White, CPA PFS, CKA®
Senior Private Wealth Advisor, Partner at Ronald Blue Trust
Updates
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🇺🇸 Election Watch 2024 📊 This quarter’s Economic Review & Outlook takes a deep dive into what’s shaping the 2024 election cycle, from inflation fears to political surprises! As we approach election day, markets are grappling with shifting fiscal policies, tariff strategies, and potential economic impacts from both presidential candidates. History is unfolding with Vice President Kamala Harris becoming the Democratic nominee, while Donald Trump seeks a non-consecutive second term. Polls are tight, and swing states will decide it all. Let's examine how the factors at play could influence the economy in the months ahead! Read the full review at https://lnkd.in/gehCBAVn #Election2024 #Economy #Inflation #MarketUpdate
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💼 Thinking about retirement in the next 5 years? Did you know that 73% of Financial Advisors don’t have a formal succession plan? That’s why Blue Trust and Thrivent are hosting a Succession Planning Workshop to help you steward your practice and legacy with biblical wisdom and industry insights. If you're in Indianapolis or nearby, please make plans to join us in person on Tuesday, October 29 from 12-2 p.m. and hear from Clint Park, Director of Business Consulting at Sovereign’s Capital, on best practices for your transition. 📍 Blue Trust Office, 9229 Delegates Row, Suite 200 🗓️ Register by Friday, October 18 – Limited seats available! We’re praying for the right people in the room and look forward to what God has planned. 🙏 Register and learn more at https://lnkd.in/eku2kwKy. #SuccessionPlanning #FinancialJourney #Retirement #Legacy #BiblicalWisdom #FinancialFirm
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🎙️New Podcast Episode Alert! 🎧 In our latest "Seasons of Marriage and Money" podcast, Blue Trust sits down with two amazing couples—Amy & Ed Uszynski and Jen & Brian Goins—to talk about the joys and challenges of raising kids while building strong marriages. They share tips on parenting, financial responsibility, and the importance of a supportive community. Catch their wisdom and practical advice now at https://lnkd.in/em7vRsZm #MarriageAndMoney #ParentingTips #FaithAndFinance #BlueTrust Available also on Spotify, Apple Podcasts, and more!
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Join us next Tuesday, October 8 at 1 PM ET (and available through October 15) for an exclusive webinar on crafting a financial plan to weather life’s storms with Nate Wells, Head of Business at The Pour Over! You’ll gain practical advice on: ✔️ Financial and estate planning ✔️ Creating a "homegoing plan" ✔️ Proper investment allocation ✔️ The importance of working with a Christian financial advisor Don’t miss this opportunity to learn how to prepare with purpose. Learn more and watch Tuesday with us at https://lnkd.in/eR7nQunZ #EstatePlanning #FaithAndFinance #BlueTrustWebinar #HomegoingPlan #BlueTrust #Webinar #FinancialPlan #FinancialPeace #FinancialFirm #BiblicalWisdom
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Happy 30th Anniversary, Nashville! This September marks a major milestone for our Nashville office as we celebrate 30 years of Kingdom impact in Tennessee. We are incredibly grateful for our dedicated team and the work God continues to do through them. #30YearsStrong #AnniversaryCelebration #NashvilleTeam #ChristianFinance #FaithAndFinance #FinancialJourney #KingdomWork #Blessed
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Thank you National Christian Foundation for an incredible event! Some of our team had the privilege of attending the Better Together event in Indiana. This women’s event is truly special—designed by women, for women, empowering us to grow in confidence and better understand our God-given purpose around money, finances, and generosity. A huge shoutout to Jo Saxton who delivered an inspiring keynote, leaving us energized and ready to take bold steps in our generosity journey. #BetterTogether #WomenEmpowerment #FaithAndFinance #GenerosityJourney #JoSaxton #StewardshipMatters
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Should you give your children an allowance? Initially, the idea of an allowance might not seem appealing. But after reading The Opposite of Being Spoiled by Ron Lieber, you might reconsider. Lieber highlights how key traits like generosity, patience, perseverance, and delayed gratification can be effectively taught using money. What was once seen as just “free money” can actually become a valuable training tool for life. Want to dive deeper? Read more at bluetrust.com. #ParentingTips #FinancialEducation #BlueTrust
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Did you know? We’ve got a home in Orlando! With offices nationwide, we're blessed to help clients across the country apply biblical wisdom to their finances, bringing clarity and peace to their financial journeys. Want to learn more about our branches? Head over to bluetrust.com to find out! #OrlandoOffice #CorporateLife #SunshineState #FinancialExperts #OrlandoTeam #ThrivingInOrlando #BlueTrust #financialplanning #financialpeace #financialplan #Christianfinances #biblicalwisdom #wisdomforwealthforlife
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Meet the heart of Blue Trust – our incredible Client Service Associates! Every year, our CSAs come together for continuing education and meaningful fellowship, building their knowledge and strengthening bonds. We’re proud to showcase just a few of these dedicated individuals who are key to Blue Trust and our clients. #CSA #FinancialFirm #ContinuingEducation #CompanyCulture #ChristianFinances #BiblicalFellowship #Fellowship #CareerGrowth #BlueTrustFamily