LESSONS FOR THE NEXT FINANCIAL CRISIS
September 26, 2017
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before...
HOW FINANCIAL PLANNING BECOMES THERAPY
September 12, 2017
Wealth Advisor, Madeline Valente CFP® is quoted in this US News and World Report Article about the psychology of financial...
HIDDEN MARGINAL TAX TRAPS
August 3, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA explains that marginal tax brackets aren’t always what they seem: Since 2013,...
WHEN DOES DIVERSIFICATION NOT MAKES SENSE?
July 31, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA shows how we see the idea of diversification frequently misapplied. One of the...
FINANCIAL PLANNING BEYOND THE BORDERS
July 20, 2017
Madeline Valente, CFP® explores some of the many factors that go into cross-border planning: As a country, we are increasingly...
THE DOL FIDUCIARY RULE AND WHAT IT MEANS?
July 10, 2017
BlueSky Wealth Advisors CEO and Senior Wealth Advisor David Blain, CFA explains how the Department of Labor is and isn’t changing...
DOES SPRINGTIME MEAN IT'S REAL ESTATE SEASON?
June 6, 2017
David Blain, CFA and CEO of BlueSky Wealth Advisors has been involved with real estate investments for over 25 years....
COMPARING MEDIGAP PLANS
May 29, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA. explains the choices regarding health insurance for most Americans over the...
ARE EMERGING MARKETS SUITABLE FOR ALL INVESTORS?
May 22, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA uses stocks in some of the world’s least developed countries to illustrate a...
HOW MUCH DO YOU PAY YOUR ADVISOR?
May 10, 2017
BlueSky Wealth Advisors CEO, David Blain, CFA explains the confusing world of Wall Street fees. I read, with dismay, an article...