If you have a large number of shares with appreciated value, you may be wondering what you can do with them. In BlueSky's first video blog, Bronwyn Shone, CFP® discusses four ideas to deal with appreciated shares of stock.

Our very own Director of Client Engagement, Jennifer White, was recently featured in an issue of RIA Intel. The article discusses the ideal frequency for advisors to meet with clients and the importance of defining communication standards.

Investing money can often seem like the pursuit of the latest, hippest, shiniest object. “Top 10 funds!” “Put your money on Bitcoin!” “Gold is where it’s at!” It seems like someone is always promising a sure-fire way to get rich quick.

David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors was recently featured in the New Bern Sun Journal for the launch of his book, Invest in Your Life, Not Just Your Portfolio.

Most everyone is familiar with their advantages: typically, a contribution is an above-the-line tax deduction, and all income and capital gains inside the IRA are tax-free. But like any wonder drug, there are some side-effects, some reasons why IRAs don’t work for everyone’s plan. Here’s what IRAs should have on their warning label:

In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers all of the details of Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company.

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each.

Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses.