FINANCIAL PLANNING BEYOND THE BORDERS
July 20, 2017
Madeline Valente, CFP® explores some of the many factors that go into cross-border planning: As a country, we are increasingly...
THE DOL FIDUCIARY RULE AND WHAT IT MEANS?
July 10, 2017
BlueSky Wealth Advisors CEO and Senior Wealth Advisor David Blain, CFA explains how the Department of Labor is and isn’t changing...
DOES SPRINGTIME MEAN IT'S REAL ESTATE SEASON?
June 6, 2017
David Blain, CFA and CEO of BlueSky Wealth Advisors has been involved with real estate investments for over 25 years....
COMPARING MEDIGAP PLANS
May 29, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA. explains the choices regarding health insurance for most Americans over the...
ARE EMERGING MARKETS SUITABLE FOR ALL INVESTORS?
May 22, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA uses stocks in some of the world’s least developed countries to illustrate a...
HOW MUCH DO YOU PAY YOUR ADVISOR?
May 10, 2017
BlueSky Wealth Advisors CEO, David Blain, CFA explains the confusing world of Wall Street fees. I read, with dismay, an article...
THIS FINANCIAL ADVISER TAKES DIVERSIFICATION TO ANOTHER LEVEL
April 25, 2017
In this article by, MarketWatch, BlueSky CEO, David Blain, CFA rejects the traditional three-legged stool of pension, Social...
WHERE DO TAX DEDUCTIONS DO THE MOST GOOD?
April 21, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA explains why tax deductions on the front of the 1040 are often more helpful...
BULL MARKET, BEAR MARKET, WHAT'S AN INVESTOR TO DO?
March 30, 2017
EO of BlueSky, David Blain, CFA, walks through the history of the bear and bull markets. I define a bear market as a decline of...
THE SOCIAL SECURITY DECISION: A MARSHMALLOW TEST FOR ADULTS?
March 23, 2017
John Gjertsen, CFA, CFP®, EA, Senior Wealth Advisor of BlueSky Wealth Advisors, takes another look at the classic study of...