David L. Blain, CFA and the Founder and CEO of BlueSky Wealth Advisors, addresses the steep decline in the markets and what BlueSky is doing to ride the wave. David asks that if you have any questions, don't hesitate to contact your advisory team or David himself.

I Bonds. What are they and are they appropriate for investors to consider? Listen to David's video message explaining inflation-protected bonds issued by the U.S. Treasury.

Things have been a little crazy in the markets today. The S&P 500 is down about 13.5% year-to-date. The yield on 10-year Treasury bonds is up to 3%. Inflation is up, Mortgage Rates are up to over 5%, and the days of the 2% mortgage rate are gone. Markets go up and down and investors are trying to sort it all out. In his most recent video, CEO David L. Blain, CFA, brings a special update on the market and talks to us about why we are invested and why we should continue to invest.

David Blain, CEO, and Founder here at BlueSky Wealth Advisors, addresses what’s going on in the markets and the current Ukraine crisis. As a former member of the military, with expertise in the Soviet Union and Eastern Russia, David provides a unique perspective on the issue.

We are pleased to announce the designation of Ali Noe as a Financial Paraplanner Qualified Professional™. Ali serves on the BlueSky Client Service team to provide administrative support to our advisors and excellent service to our clients.

On November 18, 2021, North Carolina released the budget and tax changes for the state. In a companion piece to his review of the Build Back Better Act, David L. Blain, CFA, breaks down the NC budget, addressing the changes and bringing clarity to what these updates mean to North Carolina residents and businesses over the next several years.

On November 19, 2021, Congress passed the Build Back Better Act proposing updates impacting the current tax code. If passed by the Senate, these updates will have significant tax implications on high-earning individuals and retirement planning strategies such as the back-door ROTH. In his recent video, BlueSky CEO, David L. Blain, CFA, brings clarity to the proposed updates and what the Build Back Better Bill may mean in the years ahead.