Josiah Phillips - Blue Trust

Josiah Phillips - Blue Trust With a nationwide network of 16 offices we offer comprehensive financial services and objective advice to clients across the wealth spectrum.

At Blue Trust, we apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Our services include:
• Financial, retirement, and estate planning
• Investment management
• Cash flow and budget planning
• Charitable giving strategies
• Personal trust and estate settlement
• Bill paying
• Business consult

ing services
• Family Office
• Professional Athlete services
• Institutional services
• Retirement plan consulting

05/17/2024

I went on a JOG today! A JOG (Journey of Generosity) is a gathering with kingdom-minded people for the purpose of maximizing your impact and growing closer to God with conversations about money, wealth, and legacy.

During our time we heard from high impact leaders and discussed questions such as:

-Am I viewing myself as a manager or trustee of the money God has given me or seeing myself as owner and controller of my own possessions? How would this prospective shape how I steward my money?

-How much money do I need? Will my answer always be "more"? Or can I set a finish line for myself and give away everything beyond that?

If you'd like to learn more about setting a financial finish line and being a steward of the resources God has entrusted you with, I would be glad to help!

Where does your heart truly lie? How do your investments, whether in attention, time, talents, or financial gifts, refle...
06/06/2023

Where does your heart truly lie? How do your investments, whether in attention, time, talents, or financial gifts, reflect the state of your heart and reveal what or whom you truly love? This article shares how to reconcile the relationship between where we put our money and the condition of our hearts.

https://lnkd.in/g8grnE9w

Most of us are familiar with the verse in John 13:34, where we are commanded to love one another. Loving our families and those close to us may be easy, but what does it truly mean or look like to demonstrate love, care, and concern for others? Matthew 6:21 states, “Where your treasure is, there [...

Our culture continually tells us we need and deserve more. One way to shift our focus to a more eternal perspective is t...
05/19/2023

Our culture continually tells us we need and deserve more. One way to shift our focus to a more eternal perspective is to simplify our lives and seek contentment each day. This article provides practical wisdom on how to take action toward a more fulfilling and simple life!

Keep your lives free from the love of money and be content with what you have, because God has said, “Never will I leave you; never will I forsake you.” Hebrews 13:5 As the apostle Paul reminds us in the book of Hebrews, we are called to be content with what we have and […]

Let’s celebrate Holy Week with a message from the Easter story that you’ve probably never considered. While we can be ex...
04/09/2023

Let’s celebrate Holy Week with a message from the Easter story that you’ve probably never considered. While we can be excited to jump to the good news of the resurrection, we miss the lesson in the lull before the climax. Read our latest blog from Peter Greer, President & CEO of HOPE International: https://lnkd.in/gRVMFUJ5

Written by Peter Greer, President & CEO of HOPE International The story of Good Friday didn’t begin that morning. The narrative arc opens many years earlier in Bethlehem, with the miraculous fulfillment of prophecies spoken long ago. The story of an anticipated Savior unfolds with miraculous heali...

The U.S. government has reached its debt limit, and the “X date” is approaching quickly. What options does the U.S. Trea...
02/27/2023

The U.S. government has reached its debt limit, and the “X date” is approaching quickly. What options does the U.S. Treasury have to continue meeting its financial obligations? Check out this commentary from our investment team on where we are today and what may happen next.



On January 19 the U.S. reached its $31.4 trillion borrowing limit. Since then, the U.S. Treasury has resorted to “extraordinary measures”1 to extend the U.S. government’s ability to continue paying its expenses without breaching the debt limit. The Treasury will likely exhaust its options some...

What does it mean to you to be a Faithful Steward?
02/03/2023

What does it mean to you to be a Faithful Steward?

Written by Jared Simmons, Private Wealth Advisor at Ronald Blue Trust Psalm 24:1 says, “The earth is the LORD’s, and everything in it, the world, and all who live in it.” Everything we have has been entrusted to us by God and how we use it defines whether we are faithful stewards or not. Stewa...

What does “on earth as it is in heaven” mean to you? I hope you enjoy this Christmas message from our CEO as we reflect ...
12/19/2022

What does “on earth as it is in heaven” mean to you? I hope you enjoy this Christmas message from our CEO as we reflect on the role we play in seeking to create earth as it is in heaven. Merry Christmas!

Written by Nick Stonestreet, CEO for Ronald Blue Trust At Ronald Blue Trust, one of our cultural aspirations that shapes and informs who we are as an organization is striving to create a work environment that emulates “on earth as it is in heaven” (Matthew 6:10). We are all flawed, imperfect ind...

Thankful to work for a company that encourages Kingdom impact. We help our clients become financially free to assist in ...
08/26/2022

Thankful to work for a company that encourages Kingdom impact. We help our clients become financially free to assist in fulfilling the Great Commission. How can we help you become financially free to maximize your Kingdom impact?

See who Ronald Blue Trust works with to help wealth management clients manage wealth based on biblical principles.

https://www.ronblue.com/blogs/in-volatile-times-consider-time-horizons/
07/24/2022

https://www.ronblue.com/blogs/in-volatile-times-consider-time-horizons/

Written by Ryan Anderson, Private Wealth Advisor, and Blake Mankin, Financial Planner, in Ronald Blue Trust’s Houston, Texas office In times of economic volatility, we encourage investors to remember these truths: God is in control. Contentment is not determined by the markets. An impulsive decisi...

A popular and important topic we get asked about regularly is the Required Minimum Distribution (RMD) from an IRA. Here ...
07/11/2022

A popular and important topic we get asked about regularly is the Required Minimum Distribution (RMD) from an IRA. Here is an article on the what, when, and how of RMDs! https://lnkd.in/gzQM6gvw

Written by Mike Miller, Sr. Partner & Sr. Private Wealth Advisor in in Ronald Blue Trust’s Greenville, SC office Having been in the financial industry for over 40 years, I have noticed certain questions seem to get asked repeatedly. One area that I get a lot of questions on is the Required Minimum...

What is your vision for retirement? In our experience, we have found that it takes much more than vacations and hobbies ...
04/01/2022

What is your vision for retirement? In our experience, we have found that it takes much more than vacations and hobbies to lead a fulfilling retirement. This article explores three significant factors that can help you achieve the meaning and satisfaction you look for in your “golden years.”

Written by Keith Kreb, Sr. Private Wealth Advisor in Ronald Blue Trust’s Chicago, Illinois office You may be surprised to learn that many retirees don’t enjoy retirement. They discover this new time in their life isn’t made up of the happy “golden years” that they anticipated. Retirement u...

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