In this day and age of investing, it can be beneficial to one’s overall investment strategy to have exposure to alternative markets. Studies have shown that holding private real estate in conjunction with a more traditional portfolio of stocks, bonds, and REITs can be more optimal from a risk and return standpoint than having just private real estate or just REITs.

As we continue to see volatility in cryptocurrencies, namely Bitcoin, BlueSky CEO David L. Blain, CFA, straightens the narrative. Outlining the definitions of investing, speculating, and legal tender in his recent video, David explains his philosophy on digital currency and BlueSky's method of evidence-based investing.

Inflation, what's going on? Is it supply and demand? A natural correction in the economy? What the current trends are reflecting behind the numbers. What should we expect for rising inflation rates?

We are pleased to announce the promotion of Madeline Valente, CFP®, from Wealth Advisor to Senior Wealth Advisor. Madeline has been with BlueSky for over nine years and has served as a financial planner for nearly twenty. During this time, she has shown exemplary leadership skills and a passion for empowering clients to achieve their goals while providing exceptional financial planning and investment advice.

A much-needed update to the Investment Advisors Act grants RIA firms the right to receive testimonials for their work. This "New Marketing Rule," as dubbed by the SEC, allows for greater flexibility and a broader marketing frontier for RIAs. With this newfound freedom, we expect to see empowered consumers and freshly incentivized advisors.

BlueSky Wealth Advisors has recently partnered with the Elon University Finance Department to promote financial literacy. In support of this effort, David L Blain, CFA, was invited to speak to Elon students on the principles of financial success.

In the 7th episode of the 2021 Financial Forecast Series, BlueSky CEO David L. Blain, CFA, evaluates rising interest rates and the impact on your portfolio. While delving into historical rates and the fluctuating markets that set the trend, David affirms the stable influence of bonds in a well-balanced portfolio.

WLJA-ABC (Washington, D.C. ABC affiliate) interviews BlueSky Senior Wealth Advisor, Stephen Fletcher, CFP®, MBA on the Financial Impact of COVID-19, a survey conducted by the National Association of Personal Financial Advisors.