Blue Trust

05/27/2026

Money was never meant to be the end goal. It’s a tool, a responsibility, and an opportunity to steward what’s been entrusted to us with wisdom and purpose.

At Blue Trust, we walk alongside clients as guides and trusted partners — helping align financial decisions with what matters most so wealth can serve people, purpose, and lasting impact.

05/26/2026

Work feels different when it's about more than the bottom line.

05/21/2026

Our family office advisor Kyle Kutz recently joined the podcast to talk about what it means to be a faith-driven family office.

One idea worth sitting with: every family member is gen one of something. Not everyone in a family will run the business. But someone might be the first generation to lead in generosity, in empathy, or in faith itself.

That reframe changes everything about how families think about legacy, roles, and purpose.

Hear Kyle explain it in his own words. Full episode at the link in our bio.

05/15/2026

The pressure to have more never really goes away. What helps is building habits that don’t depend on it. Spend wisely, seek good counsel, invest early, and stay patient. Over time, those steady decisions can lead to greater clarity and peace in your financial life.

05/13/2026

Financial markets have a long history of brushing off geopolitical events. Wars, elections, and diplomatic flare-ups dominate headlines, drive short-term volatility — and then fade as investors refocus on fundamentals.

The question today: does that pattern still hold as tensions with Iran push energy prices higher?

So far, the answer appears to be yes.

Here's what we're watching:

🔎 Consumer sentiment hit a record low in April, driven by gas prices and inflation concerns — yet spending has remained remarkably resilient.

🔎 Household balance sheets are strong. Net worth relative to disposable income is near an all-time high, giving consumers a cushion even as budgets tighten.

🔎 Markets recovered quickly after initial Iran-related volatility. Following the April 7 ceasefire announcement, AI reasserted itself as the dominant narrative — with corporate earnings expectations revised upward.

Geopolitics may shake markets in the short term. But fundamentals ultimately decide direction. And right now, those fundamentals are still pointing forward.

Read our full analysis in the May Blog:

Helping clients steward wealth with clarity and purpose.

05/12/2026

Two billion reasons to give thanks. Blue Trust was built on a conviction — that wealth held with open hands serves a greater purpose, and that good financial planning can free clients to live that out. Since 2019, our clients have given more than $2 billion to churches, ministries, and causes that matter. This milestone isn’t ours. It belongs to clients who saw wealth as something entrusted to them — to steward, and to give. And to the God who invites us into that work. To every client who gave — it’s a privilege to walk alongside you in this.

05/08/2026

A financial advisor’s deeper work isn’t managing a portfolio. It’s understanding how someone thinks about money — where those patterns came from, and how they’ll shape the decisions ahead.

05/08/2026

Today is the National Day of Prayer, and Blue Trust offices across the country paused to pray.

Our national office and our Atlanta branch came together for a half day of prayer and worship. We prayed for Blue Trust, for the nation, and for the world. CEO spoke to the team, and CFO Pam Gibson shared a reminder of the power of prayer.

Other offices gathered in their own communities to do the same.

At a firm built on the belief that faith and finances belong together, days like today are a reminder that the work starts here. Not with a plan or a portfolio, but with prayer.

05/04/2026

Before a client meeting, there’s usually more happening than people realize.

Reviewing context. Revisiting past conversations. Thinking through what matters most, not just what’s changed.

The goal isn't just to show up informed. It's to show up ready to help someone make a decision that will shape the next chapter of their life.

04/30/2026

Generational stewardship isn’t primarily about what gets transferred.

It’s about what gets carried forward. The values, the discipline, the sense of purpose that gives resources their meaning.

A plan that endures across generations isn’t just well-structured. It’s grounded in something clear: why the wealth exists, what it’s for, and what it’s meant to make possible.

That kind of stewardship takes time to build. And it starts long before the transfer ever happens.