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.

With changes brewing in the current economy and the market impact of COVID-19 waning, CEO David L. Blain, CFA, presents a special message explaining how BlueSky will be moving forward and adjusting clients' portfolios for optimum success.

Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA, likens his passion for financial planning and investment analysis to his love for board games. He enjoys the challenges and puzzles that each client's unique situation presents and values making an impactful difference in the areas that matter most to the individuals BlueSky serves.

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.