facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

get your copy today!

available on amazon.com

WELCOME TO BLUESKY INSIGHTS 

For years we have been passionate about sharing our financial and investment knowledge with people just like you! 

%POST_TITLE% Thumbnail

Setting the Stage | Episode 2 | 2021 Financial Forecast Series

In the second episode of the series, David explains the highs and unprecedented lows of 2020, a year like no other. As the US economy recovers from the deepest recession in modern history, David stresses the importance of having an evergreen financial plan to safeguard your goals during times of duress and turbulence. David also reviews the stock market returns, commodity markets, real estate investment returns, and much more, setting the stage for impending change in the year to come.

Read More
%POST_TITLE% Thumbnail

2021 Financial Forecast: A Step-by-Step Video Series to Help Guide You Through the Changes Ahead | Episode 1

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.

Read More
%POST_TITLE% Thumbnail

Seth Large Receives Promotion

We are pleased to announce the promotion of Seth Large from Financial Planning Associate to Associate Wealth Advisor. During Seth's brief tenure at BlueSky, he has shown an exceptional eagerness to learn and excel in his financial planning career. His high aptitude and ability to concentrate are tremendous assets to the team, especially when building financial plans for some of our more complex clientele.

Read More
%POST_TITLE% Thumbnail

Alison Johnson Joins the BlueSky Success Team

We are thrilled to announce our newest member of the Success Team, Ali Johnson as a Client Service Specialist. Ali worked for BlueSky in 2019 as an Operations Associate before relocating to her hometown of De Witt, Iowa, with her husband. After a little over a year apart, we are delighted to have Ali back. She is a tremendous asset to our team with a passion for serving clients and their financial needs.

Read More
%POST_TITLE% Thumbnail

Christie Bonacci, CPA, MAC Receives Promotion

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.

Read More

NAPFA-Registered, Fee-Only Financial Advisors

Form CRS | Privacy Notice & ADV | Legal, privacy, copyright and trademark information


Educated decisions lead to the best decisions.

Subscribe to the BlueSky blog and receive valuable financial insights written by the professionals at BlueSky.

Click To Subscribe