BRAIN SURGERY? MAYBE NOT...
February 13, 2018
David L. Blain, CFA is the CEO of BlueSky Wealth Advisors with offices in North Carolina and California. I’ve always been a...
CFA INSTITUTE FILES LETTER TO SEC REGARDING FIDUCIARY STANDARD
January 30, 2018
Earlier this month, CFA Institute filed a letter with the SEC in response to the SEC’s request for information on standards of...
IS JANUARY A BAROMETER FOR THE YEAR?
January 8, 2018
As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.”...
HOW DO HIGH FEES REDUCE PERFORMANCE?
September 28, 2017
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an...
LESSONS FOR THE NEXT FINANCIAL CRISIS
September 26, 2017
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before...
HOW FINANCIAL PLANNING BECOMES THERAPY
September 12, 2017
Wealth Advisor, Madeline Valente CFP® is quoted in this US News and World Report Article about the psychology of financial...
HIDDEN MARGINAL TAX TRAPS
August 3, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA explains that marginal tax brackets aren’t always what they seem: Since 2013,...
WHEN DOES DIVERSIFICATION NOT MAKES SENSE?
July 31, 2017
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA shows how we see the idea of diversification frequently misapplied. One of the...
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...