Blue Trust

Generosity is at the heart of everything we do at Blue Trust. We’re humbled to be part of National Christian Foundation cofounder Terry Parker’s story. Faced with a pivotal choice, accept a federal judgeship under Presidents Reagan and Bush or continue leading NCF, Terry chose to let generosity guide his path. Through his relationship with Blue Trust, he found clarity and confidence to pursue a life of Kingdom impact. Learn more about the National Christian Foundation at ncfgiving.com

At Blue Trust, we combine biblical wisdom and technical expertise to help clients make wise financial decisions that bring clarity, confidence, and a lasting legacy. Clients are drawn to, and remain with, our uncommon approach to wealth management because it goes beyond traditional strategies. We help individuals and families make intentional decisions by asking one key question: How much is enough? Learn more about our approach at https://lnkd.in/eFU977Cy

What is a Family Office? We’re glad you asked. Today, there is more liquid wealth than at any other point in history. That abundance creates a new need: ✅ Clarity for the wealth ✅ Alignment for the family A Family Office provides both. With access to a dedicated team of specialists, families can move forward with confidence, knowing their wealth, relationships, and opportunities are being carefully stewarded. We believe a complete blueprint of your family’s capital is about more than just money. Our planning process helps protect relationships, communicate vision, and steward opportunities across generations. We focus on what matters most: 👨👩👧 Your Family 🏢 Your Business 💙 Your Philanthropy Think of a Family Office like integrative medicine. Just as your doctor, nutritionist, and trainer work together to build a holistic health plan, our advisors collaborate across disciplines to build an integrated plan for your family’s wealth and purpose. Learn more about our Family Office services at https://lnkd.in/gjEkaTyV

Make sure to register and join us tomorrow with Thrivent!

For business owners, financial complexity often comes not from running the company, but from trying to separate business money from family money. In this podcast conversation, Blue Trust advisors Stephanie Adams, CFP®, CPA and Greg Gilbert, CIMA, CWS share how written goals, intentional boundaries, and biblical wisdom can help owners bring clarity to both sides of the ledger. 🎧 Watch the full episode here at https://lnkd.in/eq-i9MW5

The latest Blue Trust Economic Review & Outlook is here. In our Fourth Quarter 2025 edition, we unpack the U.S. dollar’s recent dip, shifting labor market trends, and how innovation continues to drive long-term growth. Explore insights on monetary policy, global trade, and what these developments mean for investors. 🔗 Read the full report at https://lnkd.in/eZuhg4Zi

Today is DAF Day! Donor-Advised Funds (DAFs) are the fastest-growing charitable giving vehicle, holding over $250B in assets and expected to surpass $1T in the next decade. At BlueGive, we believe philanthropy is more than generosity; it’s a powerful way to strengthen relationships, build legacies, and create lasting impact. Join us in celebrating DAF Day by setting a giving goal, recommending a grant, or starting a conversation about how philanthropy fits into your financial journey. Learn more at https://lnkd.in/d43aVdqR. #DAFDay #BlueGive #Philanthropy #FinancialPlanning #Legacy

No one should be overlooked when it comes to financial wisdom and guidance. That’s why we created The Everyday Steward® division, designed specifically for individuals who often find themselves underserved by traditional financial firms. Everyday Steward advisors serve individuals with investable assets ranging from $160,000 to $1 million who are beyond the debt stage but desire objective, biblically based financial advice. Our mission is to provide the same level of planning and fee-only investment management that our multimillion-dollar clients receive, tailored to your everyday needs, in a way that’s simple and affordable. Because exceptional care should never depend on the size of your portfolio. Learn more at https://lnkd.in/e-YZ9H4r. #EverydaySteward #BlueTrust #WisdomForWealthForLife #FinancialPlanning

Our team had the opportunity to attend Convene in Dallas. Managing Director and Senior Partner, Greg Gilbert, CIMA, CWS, spoke on "Knowing Your Numbers." What are your numbers? Clarity and awareness are powerful. As Greg shared, "Life is gaining speed, and don't let your family finances be a casualty along the path of busyness." He shared 7 biblical perspectives on what it means to know your numbers. 1️⃣ Counting the Cost (Luke 14:28) — planning and evaluating before committing resources. 2️⃣ Faithful with Little, Entrusted with Much (Luke 16:10-11) — God measures stewardship in both small and large responsibilities. 3️⃣ The Parable of the Talents (Matthew 25:21) — wisely multiplying what’s been entrusted. 4️⃣ Diligence with Your Flocks (Proverbs 27:23-24) — managing carefully, recognizing wealth and positions are temporary. 5️⃣ Stewardship of Creation (Genesis 2:15) — humanity’s first assignment was to tend and care. 6️⃣ Giving Account (Romans 14:12) — one day we’ll answer for how we used our time, money, relationships, and opportunities. 7️⃣ Required of Stewards (1 Corinthians 4:2) — it’s not about control, but about faithfulness. We’re grateful for our ongoing partnership with Convene and for the opportunity to learn alongside leaders who are committed to integrating biblical wisdom into every part of their business and life. #Stewardship #Leadership #FaithDrivenBusiness #BlueTrust