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

10/08/2025

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.

07/15/2025

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

05/15/2025

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

05/07/2025

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

05/03/2025

04/14/2025

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

04/10/2025

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

04/04/2025

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

03/31/2025

📈 Stocks, bonds, bulls & bears—investing terms can feel overwhelming, but they don’t have to be.

Understanding the market is key to building financial confidence. Get a breakdown of what it all means. https://yip.sh/55a7fb5e

03/31/2025

Women face some unique financial planning challenges:

🔹 Earn 82¢ for every $1 men make
🔹 Live 5 years longer on average
🔹 More career breaks = less retirement savings

Learn about how Blue Trust tailors financial advice for women. https://yip.sh/5b97c1d5

03/24/2025

Tariffs, government changes, global shifts—big moves are shaping the season. Today’s investment insights blog looks at the impact of tariffs, the creation of the Department of Government Efficiency (DOGE), and the pressure on Europe. https://yip.sh/4d17b849