Blue Trust

06/24/2026

This summer, we’re welcoming 20 interns to Blue Trust offices across the country.

They’re joining us from schools like Indiana University, Samford, Wheaton, UVA, Liberty, Purdue, Texas A&M, and The Citadel. Over eight weeks, they’ll work alongside our advisors and teams — preparing financial plans, sitting in on client conversations, and experiencing firsthand what it looks like to integrate biblical wisdom into the daily work of financial planning.

We asked each intern what they’re most excited to learn. The answers sounded a lot like our mission: how faith shapes financial decisions, how advisors build long-term relationships, and how to steward wealth for something greater than a return.

Welcome to Blue Trust. We’re glad you’re here.

06/24/2026

Roger Gum,CFP®️,CRPC®️,CWS®️, Senior Partner at Blue Trust, shares a perspective on generosity and debt that challenges the order most of us follow by default.

Most financial plans put giving last. Roger makes the case for why Scripture points us in the opposite direction and what changes when you take that seriously.

Worth a listen regardless of where you are in your financial journey.

06/22/2026

Meet the team behind our Charlotte office! Michael, Dan, Kyle, Jonah, and Brett bring a depth of financial expertise to every client relationship and a few interesting hobbies outside of it.

If you’re in the Charlotte area and looking for advisors who will take your financial life seriously and get to know you as a person, we’d love to start a conversation.

06/17/2026

The Summer 2026 issue of Wisdom for Wealth. For Life. is here.

Inside: how to protect your digital life from today's most sophisticated financial threats, a faith-based framework for education planning, what families need to know about Trump Accounts, and a look at how Blue Trust is using its shareholder voice for meaningful impact.

https://linktr.ee/bluetrustfinancial

06/08/2026

For many of our clients, investment decisions are about more than returns. They reflect what matters, what they're building toward, and what they hope to leave behind. We help translate those convictions into a long-term strategy that holds.

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.