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CFA INSTITUTE FILES LETTER TO SEC REGARDING FIDUCIARY STANDARD
Earlier this month, CFA Institute filed a letter with the SEC in response to the […]
IS JANUARY A BAROMETER FOR THE YEAR?
As investors ring in the new year, some may see the occasional headline about the […]
HOW DO HIGH FEES REDUCE PERFORMANCE?
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you […]
WHEN DOES DIVERSIFICATION NOT MAKES SENSE?
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA shows how we see the idea of diversification frequently […]
THE DOL FIDUCIARY RULE AND WHAT IT MEANS?
BlueSky Wealth Advisors CEO and Senior Wealth Advisor David Blain, CFA explains how the Department of Labor […]
COMPARING MEDIGAP PLANS
Senior Wealth Advisor John Gjertsen, CFA, CFP®, EA. explains the choices regarding health insurance for most […]
THE SOCIAL SECURITY DECISION: A MARSHMALLOW TEST FOR ADULTS?
John Gjertsen, CFA, CFP®, EA, Senior Wealth Advisor of BlueSky Wealth Advisors, takes another look at the […]
IS THE CURRENT BULL TREND YOUR FRIEND?
CEO of BlueSky, David Blain, CFA of BlueSky Wealth Advisors, outlines the markets performance since 1926 in […]
I RECEIVED A WINDFALL OF MONEY – NOW WHAT?
Madeline Valente, CFP®, Wealth Advisor of BlueSky regularly provides guidance to consumers through Investopedia. She recently answered a […]
HIGH SCHOOL GRADUATION WILL BE HERE SOON – START PLANNING NOW
High school seniors are back in session for their final semester, and many parents are likely […]
A LOOK BACK AT THE SURPRISES OF 2016
Our partners at Dimensional Funds posed the following question: “How many of us could have […]
HOW WILL THE CHANGES IN SOCIAL SECURITY EFFECT YOU?
With the passing of the Bipartisan Budget Act of 2015, some of the benefits that […]
