In this day and age of investing, it can be beneficial to one’s overall investment strategy to have exposure to alternative markets. Studies have shown that holding private real estate in conjunction with a more traditional portfolio of stocks, bonds, and REITs can be more optimal from a risk and return standpoint than having just private real estate or just REITs.

BlueSky Wealth Advisors has recently partnered with the Elon University Finance Department to promote financial literacy. In support of this effort, David L Blain, CFA, was invited to speak to Elon students on the principles of financial success.

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.

Investing money can often seem like the pursuit of the latest, hippest, shiniest object. “Top 10 funds!” “Put your money on Bitcoin!” “Gold is where it’s at!” It seems like someone is always promising a sure-fire way to get rich quick.

Have you ever jumped off the sofa declaring “I need a vacation” and then sped off in your car toward the airport? Of course not! You planned. After everyone agreed on where to go, you checked calendars, chose dates, and reserved flights, hotels, and various activities. Then you waited weeks or months for the special date. In the meantime, you squared everything away at work so nothing would interrupt your big trip.

Are you looking to learn how to achieve financial independence? David L. Blain, CFA has written a book that outlines the steps to invest in living, not just investing to live.