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.

Stephen Fletcher, CFP®, MBA, explains a little-known provision in the tax code that advisors have been utilizing for years. It is called the Back-Door Roth contribution, and it lets high-income earners still get some funds into a Roth IRA, even if they make well over the upper end of the income limit.

David Blain, CFA, explains COVID-19 Stimulus Programs for Business Owners and Independent Contractors. Read the full transcripts here.

Now that the SECURE Act has passed, you may have some questions about what it means for you and your beneficiaries. The act works to increase access to employer-sponsored retirement plans and addresses the extended average life expectancy. Still, it brings changes for the way your retirement funds will be inherited.

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.

Despite what some politicians and pundits would have you believe, the 2017 tax bill is not all wonderful or all bad for small businesses. There are definitely some benefits, but small business owners will find themselves having to navigate through with the help of tax experts who can demystify the changes to an already complicated code.

Investors who sold profitable stocks in 2018 are facing a potential tax bill unless other investments which lost value were also divested. The tax on an individual's investment income can be challenging to determine. The Tax Cuts and Jobs Act, known as TCJA, could add another burden as it impacted the tax liabilities for many individuals with their 2018 tax year returns

Jennifer White is the Director of Client Engagement for BlueSky Wealth Advisor and is located in New Bern, NC. Perhaps one of the most heartbreaking points of Anthony Bourdain's death is the mere fact that he thought his 11-year-old daughter was going to be taken care after he was gone. As reported in the press, he left an estimated $1.21 million estate to Ariane Bourdain. Unfortunately, she will most likely end up with a fraction of this. So why is this?