David Blain, CEO, and Founder here at BlueSky Wealth Advisors, addresses what’s going on in the markets and the current Ukraine crisis. As a former member of the military, with expertise in the Soviet Union and Eastern Russia, David provides a unique perspective on the issue.

As we advance into the 2020 tax filing season, David L. Blain, CFA, looks ahead at the proposed tax planning changes in 2021. These changes could have severe consequences for business owners nationwide and high-income earners in states like California, Oregon, and Washington. In his 5th episode of the 2021 Financial Forecast Series, David reviews the proposed tax reforms and outlines the techniques and strategies for continued financial success.

As a Chartered Financial Analyst (CFA) and Vice Chairman of the Board of Directors at Carolina East Health System, David L. Blain, CFA, has experienced a front-row seat to the 2020 COVID-19 pandemic from both a micro and macro effect on the economy and financial markets. In his ongoing series, 2021 Financial Forecast: A Step-By-Step Guide to a Year of Change, David provides a thorough overview of what to expect in the year(s) ahead, while taking a deep-dive into the financial sectors potentially affected by the incoming administration's proposed policy changes.

As Amazon expands its reach to shopping centers and COVID-19 lingers on, supporting local, small businesses has never been more critical. As a reminder to shop locally, we have compiled a list of this year's most compelling statistics.

We are pleased to announce the promotion of Christie Bonacci, CPA, MAC, from Associate Wealth Advisor to Wealth Advisor. Christie has been with BlueSky since June of last year. In the year she has been at BlueSky, she has demonstrated outstanding client stewardship, exceptional financial planning and accounting skills, and a mastery for collaborating with our small business clients to assist with their planning and investment needs.

CEO and Senior Wealth Advisor, David L. Blain, CFA, shares his experience as a small business owner, and how he scaled his company from making a mere $800 in his first year to now operating a successful multi-million dollar firm.

The SBA just released the following FAQ which states that if a PPP loan amount is less than $2,000,000 it is deemed necessary, and if it is over $2,000,000 and was not necessary the result is that it has to be repaid. This takes well-capitalized clients out of harm's way. Many were struggling with whether to keep or return the borrowed funds.