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In Memory: Honoring the 20th Anniversary of 9/11 and the Resiliency of the American Economy

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.

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Lyle Maasdorp Receives Certified Financial Planner® Designation

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.

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6 Things to Consider When Investing in Private Real Estate

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.

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Madeline Valente, CFP®, Promoted to Senior Wealth Advisor

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.

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