Dan Grover- Blue Trust, Sr. Partner, Sr. Private Wealth Advisor

I love that I get to help clients invest in a way that reflects what matters most to them. At Blue Trust, we offer Access Portfolios, customizable investments that align with your values while still pursuing financial growth.

It’s one of the unique ways we serve with both purpose and performance.

The new One Big Beautiful Bill Act brings major tax changes that could impact your financial plan. Check out our latest post for a quick breakdown of what’s changing, and learn more about how it may affect you.

https://yip.sh/da6f31da

Are we headed towards a recession?

After the “Liberation Day” tariffs sent stocks tumbling, markets bounced back fast — but Q1 GDP still clocked in at -0.3%. What’s the real story?

We’re hearing questions like this across the board. Check out the latest insights from our investment team. https://yip.sh/f2ab4638

This Mother’s Day, reflect on the powerful legacy of a mother’s love, faith, and wisdom. Read this heartfelt encouragement on honoring the women who shape our lives and the legacy we leave behind. https://yip.sh/68c4d949

The economy changes. God’s wisdom doesn’t.

Our latest Economic Review & Outlook explores the striking parallels between past market leaders (think Nifty Fifty and dot-com) and today’s Magnificent Seven. We explore how history reminds us to approach investing with wisdom, patience, and a long-term perspective — especially when markets feel uncertain. https://yip.sh/9c0e45a6

Are money lies holding you back? 🤔 In this week’s blog, Russ Crosson (Blue Trust’s chief mission officer) exposes the false beliefs that keep us stuck—and how biblical truth leads to true freedom and lasting riches. https://yip.sh/1f78ddd8

Market swings can spark anxiety—but knowing the difference between volatility and real risk is key. This blog highlights how to stay steady through uncertainty with a long-term view.


https://yip.sh/a5815a07