Roger Gum - Ronald Blue Trust Financial Advisor

04/11/2022

When was the last time you felt noticed and appreciated, not by man, but by God? As we celebrate Holy Week, I hope you’ll take a moment to enjoy this encouraging Easter message from our family at Ronald Blue Trust to yours!

Written by Erik Daniels, Executive Vice President Earlier this year, on February 25, the Associated Press reported that Ukrainian President Volodymyr Zelensky was asked to evacuate Kyiv at the behest of the U.S. government. However, he turned down the offer, saying “The fight is here; I need ammun...

03/05/2022

Ukraine continues to be in our thoughts and prayers. If you are looking for ways to help, here's an update on the situation and some ways to support the Ukrainian people.

Written by Ryan Brown, Sr. Manager, Digital Marketing for Ronald Blue Trust Ukraine is experiencing a crisis that has affected the world. There are many Christians there right now working to rescue families, protect the vulnerable, and save lives. I lived and served in Kyiv, Ukraine for three years....

12/27/2021

If all you wanted for Christmas was tax legislation, you were disappointed! This article from our estate planning department provides a helpful review of where we have been this year and what may lie ahead in 2022. Don’t miss out on their advice for coping with pending tax legislation changes.

Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist   If all you wanted for Christmas was tax legislation, you were disappointed! What a year it has been monitoring the twists and turns of various estate planning and tax pr...

12/23/2021

What’s your favorite Christmas tradition? Traditions are great for bringing families together and building a strong sense of identity, so consider being intentional with the traditions you establish in your family, especially over the holidays, and focusing on giving. Here are 10 great ways to add generosity to your family’s Christmas traditions.

Traditions are what bring families together and build a strong sense of identity, especially during the Christmas season. So, why not be intentional with your time this December and plan some fun new activities every generation can enjoy? Here are...

12/01/2021

One of the best ways I have discovered to teach children about generosity, no matter how old they are, is to give them some money to give away to others. This teaches them several important lessons: It shows them how good it feels to plan ways to give to others, it shows them that you trust them with responsibility, and it shows them the impact they can have by using money in generous ways. Best of all, it is an inspiring way to pass on your legacy of generosity to the next generation. Watch the video below and join me in our Holiday Giving Challenge!

STEP 1: Give your children money for the holiday.
STEP 2: They give the money to any person or organization they want to help.
STEP 3: Share about the experience together during the holidays.

Generosity is the antidote to materialism. So give your children some money and tell them to give it away!

SHARE this video with 5 friends or family members, and COMMENT below how your children used the money you gave them to be generous this holiday season.




-------
Ronald Blue Trust is a trademark used by Thrivent Trust Company, a federal savings association, and Thrivent Trust Company of Tennessee, Inc., a Tennessee public trust company, separate affiliated entities.

Trust and investment management accounts and services offered by Ronald Blue Trust 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.

This is "2021 Holiday Giving Challenge" by Ronald Blue Trust on Vimeo, the home for high quality videos and the people who love them.

11/30/2021

Celebrate Giving Tuesday with all of us at Ronald Blue Trust today! After the excitement and flashy deals featured on Black Friday and Cyber Monday, it’s good to remember that Giving Tuesday follows right after. Today is a great opportunity to express gratitude for our blessings and well-being by turning our focus to giving to others. Whether you take a moment to help a neighbor, provide for someone in need, or just put a smile on someone’s face, remember that we all have something to give. Check out these five ways to make Giving Tuesday more meaningful.

Since it began in 2012, GivingTuesday has grown to become one of the largest movements of generosity around the world, engaging millions of participants in every country, on every continent. The significance of this one day may be lost on...

11/22/2021

This Thanksgiving, instead of asking friends and family what they are thankful for, try asking, “How do you show your thankfulness?”

Written by Russ Crosson, EVP and Chief Mission Officer As we prepare for the Thanksgiving holiday, it’s a great time to take a moment to reflect on what we are thankful for with those who mean the most to us. While this is a wonderful practice of gratitude, it may be worth exploring a different [....

11/19/2021

Inflation is running hot! Will it really be able to cool itself off? With inflation making major headlines, some investors are wondering how it will affect interest rates. If you, like many, are concerned about the possibility of higher interest rates, read the latest article from our investment team where they look at the impact inflation and tapering from the Fed could have on interest rates in the near future.

On November 10, we watched annual inflation reach 6.2%—its highest rate since 1990. A week earlier, the Federal Reserve (Fed) announced they would begin tapering their purchases of government bonds and mortgage-backed securities. Some investors fear that interest rates will sharply rise against th...

11/15/2021

In the Bible, we learn that “the little foxes spoil the vines.” Sometimes it’s the small things that we overlook or leave unresolved that come back and cause us the most pain. As you read this article, think about the importance of heeding the small tensions that can grow to threaten your personal and professional goals, and consider how this principle may apply to your financial life as well.


https://yip.sh/431ea2a2

11/11/2021

Washington has been keeping us on our toes with changes to the Infrastructure Bill and Reconciliation Bill. The House recently passed the $1.2 Trillion Infrastructure Bill, and our estate and trust planning department created a helpful update with information on what was included.

Written by Alan Cox, Director of Estate/Trust Planning and Estate Settlement, and Mike Bleck, Senior Estate Planning Specialist Late Friday the House passed the $1.2 Trillion Infrastructure Bill which includes additional spending for roads, bridges, public transit, and other projects in addition to....

11/08/2021

What is your "Materiality Threshold"? While you may not have heard the term, it’s an important concept to understand for your personal financial stewardship considerations. In this article, we talk about what materiality threshold means and why it’s an important piece to helping us understand and adjust our relationship with money.

Written by Zack Fulmer, Managing Director of Ronald Blue Trust’s Orlando, Florida office Have you ever heard of the concept of a “materiality threshold?” Simply put, it’s financial industry terminology for how much you personally consider to be “a lot.” As a financial advisor who has adv...

11/06/2021

As I serve my clients, my goal is to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. The legacy piece of that mission goes beyond just the financial inheritance we leave behind. There are actually 3 types of capital that we should plan for when it comes to leaving a lasting legacy. Learn about the 3 types of capital we pass to our heirs in this article.

What we pass down to our heirs comes in the form of more than money. Passing down spiritual and character capital first makes passing financial capital a much easier and more-joyful event.