In the 7th episode of the 2021 Financial Forecast Series, BlueSky CEO David L. Blain, CFA, evaluates rising interest rates and the impact on your portfolio. While delving into historical rates and the fluctuating markets that set the trend, David affirms the stable influence of bonds in a well-balanced portfolio.

WLJA-ABC (Washington, D.C. ABC affiliate) interviews BlueSky Senior Wealth Advisor, Stephen Fletcher, CFP®, MBA on the Financial Impact of COVID-19, a survey conducted by the National Association of Personal Financial Advisors.

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.

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.

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.

In his many years as a personal investor and financial advisor, BlueSky Wealth Advisors CEO David Blain, CFA, has become a bit of an expert in real estate investing. In a recent REI Diamonds podcast interview with Dan Breslin, David details his real estate journey, from flipping and selling homes for military families to finding success and satisfaction in syndicated real estate and real estate investment trusts (REITs).

Listen in to the Sharkpreneur podcast with Kevin Harrington and Seth Greene as BlueSky Wealth Advisors CEO, David Blain, CFA, details how his West Point days and elite military service led him to the best investment he ever made.