Our very own Director of Client Engagement, Jennifer White, was recently featured in an issue of RIA Intel. The article discusses the ideal frequency for advisors to meet with clients and the importance of defining communication standards.

David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors was recently featured in the New Bern Sun Journal for the launch of his book, Invest in Your Life, Not Just Your Portfolio.

In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers all of the details of Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company.

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and Founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each.

Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses.

As a business owner, it can be difficult to know what type of retirement plan to choose. In this session you will learn about the varying types of plans with David Blain, CFA, CEO and Founder of BlueSky Wealth Advisors, and author of Invest in Your Life as he walks you through the basic principles of a 401K.

Good financial advice should be available to everyone. Yet traditional fee structures of financial firms can be complex and exclusive. Many times, it results in shunning people with small investable accounts who would greatly benefit from professional advice. I like to compare financial advice to ordering a steak at a restaurant. Your steak costs the same whether you make $20,000 or $20 million. However, just as you wouldn’t pay filet mignon prices for a hanger steak, the same goes for good advice—you get what you pay for.

Small businesses are a challenge for anyone – especially service providers who are very skilled in their line of business but have no formal training managing a business. Physician practices are a great example – doctors spend years in medical school to learn all there is to know about the human body and how to care for it. But running a practice, with all there is to manage from insurance, payroll, and finances can be extremely daunting.