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2021 Financial Forecast Series | Rising Interest Rates | Episode 7

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.

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SECURE Act Shifts the Focus of Tax Planning a Generation Ahead

With fewer and fewer workers covered by a defined benefit retirement plan (pension), more Americans today depend on 401(k)s and other defined-contribution plans to supply retirement income. Through disciplined and tax-incentivized savings throughout their career, many workers will have their 401(k)/IRA as their largest financial asset by the end of their career.

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Navigating the Roadblocks of Financial Planning

After a shocking survey was released from the National Association of Personal Financial Advisors (NAPFA) about Millennials and Finances, it has become apparent just how desperately millennials need guidance in areas of budgeting, retirement planning and investment strategy. In an interview with iHeartMedia, expert and lead educator for NAPFA Genesis, Stephen Fletcher, CFP®, MBA, contemplates the financial roadblocks hindering his peers, and expresses the impact that the right financial advisor can have on your finances and your peace of mind.

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Millennials & Finances: KMBZ News Interview with Stephen Fletcher, CFP®, MBA

A recent survey conducted by the National Association of Personal Financial Advisors revealed the unsettling truths about the relationship millennials have with money. Being a millennial himself, BlueSky's own Stephen Fletcher, CFP®, MBA, digs into the statistics and provides a positive outlook on tackling millennial financial struggles like student loan debt, budgeting, goal setting, and retirement planning.

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