As September 11, 2021, marked the 20th anniversary of 9/11, BlueSky CEO and Founder David L. Blain, CFA, presents a special message in honor of the thousands of Americans lost that day, the brave men and women who have worked tirelessly to preserve our freedom since, and the resiliency of the American people and our economy.

We are delighted to announce the designation of Lyle Maasdorp as a Certified Financial Planner. Lyle received the designation in South Africa in 2017. Upon relocation to the United States, he had to reapply and sit for the rigorous exam a second time to receive active status in the US. Lyle passed with flying colors and is now a CFP® in South Africa and the United States.

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.