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In Memory: Honoring the 20th Anniversary of 9/11 and the Resiliency of the American Economy

As September 11, 2021, marked the 20th anniversary of 9/11, BlueSky CEO and Founder David L. Blain, CFA, presents a special message in honor of the thousands of Americans lost that day, the brave men and women who have worked tirelessly to preserve our freedom since, and the resiliency of the American people and our economy.

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Lyle Maasdorp Receives Certified Financial Planner® Designation

We are delighted to announce the designation of Lyle Maasdorp as a Certified Financial Planner. Lyle received the designation in South Africa in 2017. Upon relocation to the United States, he had to reapply and sit for the rigorous exam a second time to receive active status in the US. Lyle passed with flying colors and is now a CFP® in South Africa and the United States.

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Madeline Valente, CFP®, Promoted to Senior Wealth Advisor

We are pleased to announce the promotion of Madeline Valente, CFP®, from Wealth Advisor to Senior Wealth Advisor. Madeline has been with BlueSky for over nine years and has served as a financial planner for nearly twenty. During this time, she has shown exemplary leadership skills and a passion for empowering clients to achieve their goals while providing exceptional financial planning and investment advice.

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2021 Financial Forecast Series | Estate Planning | Episode 6

It has become an American tradition to pass on accumulated wealth to subsequent generations. Whether it be family real estate or a sizeable stock portfolio, it is only natural for parents to want to leave something to their children. Proposed policy changes under the new administration may severely alter how we continue this practice. In this episode of the 2021 Financial Forecast Series, David L. Blain, CFA, outlines the proposed policy changes to estate planning while highlighting the strategies for the wealth of this generation and future beneficiaries.

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2021 Financial Forecast Series | Setting the Stage | Episode 2

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.

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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.

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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.

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