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Special Market Update

Things have been a little crazy in the markets today. The S&P 500 is down about 13.5% year-to-date. The yield on 10-year Treasury bonds is up to 3%. Inflation is up, Mortgage Rates are up to over 5%, and the days of the 2% mortgage rate are gone. Markets go up and down and investors are trying to sort it all out. In his most recent video, CEO David L. Blain, CFA, brings a special update on the market and talks to us about why we are invested and why we should continue to invest.

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2022-23 North Carolina Budget Tax Changes with David L. Blain, CFA

On November 18, 2021, North Carolina released the budget and tax changes for the state. In a companion piece to his review of the Build Back Better Act, David L. Blain, CFA, breaks down the NC budget, addressing the changes and bringing clarity to what these updates mean to North Carolina residents and businesses over the next several years.

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Proposed Tax Changes Ahead: Breaking Down the Build Back Better Act with David L. Blain, CFA

On November 19, 2021, Congress passed the Build Back Better Act proposing updates impacting the current tax code. If passed by the Senate, these updates will have significant tax implications on high-earning individuals and retirement planning strategies such as the back-door ROTH. In his recent video, BlueSky CEO, David L. Blain, CFA, brings clarity to the proposed updates and what the Build Back Better Bill may mean in the years ahead.

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