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Posts by category
- Category: 401k
- Updated Retirement Plan Contribution Limits for 2024
- SECURE ACT SHIFTS THE FOCUS OF TAX PLANNING A GENERATION AHEAD
- ESTATE PLANNING WITH A PHILANTHROPIC HEART
- BLUESKY LIVE Q&A RECAP: ADDRESSING YOUR QUESTIONS AND CONCERNS
- PENSION WEBINAR COURSE – SESSION 5: ESSENTIALS OF A NON-QUALIFIED DEFERRED COMPENSATION PLAN
- PENSION WEBINAR COURSE – SESSION 4: INS AND OUTS OF A DEFINED BENEFIT PLAN
- PENSION WEBINAR COURSE – SESSION 3: BASICS OF A PROFIT-SHARING PLAN
- PENSION WEBINAR COURSE – SESSION 2: FUNDAMENTALS OF A 401K
- 401(K)S: MAKING THE MOST OF THE MATCH
- WHY YOU SHOULD INCORPORATE YOUR 401K INTO YOUR OVERALL INVESTMENT MANAGEMENT
- Category: Blog
- How Tax Proposals and the Election Impact Investors
- 3 Investor Lessons from the Summer’s Market Volatility
- Cyber Security Protection
- How Corporate Earnings Support the Market Rebound
- How Presidential Elections and Economic Policy Impact Investors
- How Carry Trades and Market Fragility Impact Investors
- Special Update: Perspective on the Fed and Market Sell-Off
- What the Summer Market Rotation Means for Investors
- How to Invest for Retirement Amid Market Uncertainty
- What Broadening Market Performance Means for Investors
- How Corporate Taxes Could Impact Markets This Election Season
- What the Fed’s Outlook Means for the Bond Market
- How Dollar-Cost Averaging Can Help Investors Get Into the Market
- How Technological Innovations Impact the Stock Market
- What Dow 40,000 Means for Consumer Net Worth
- How the Costs and Benefits of College Affect Financial Plans
- How Oil Prices Impact Inflation, the Fed and Markets
- Sr. Wealth Advisor Tara Hughes Receives PFS Designation
- How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More
- How Tax Policy Affects the Stock Market
- 3 Market Insights for Investors in Q2 2024
- How to Generate a Passive Income With Dividend Investing Strategy
- Should You Buy Bonds When Interest Rates Are High?
- Are Treasury Bonds a Good Investment?
- The Ultimate Guide to Understanding Legacy Insurance Plans
- How Residential and Commercial Real Estate Impact Markets
- What Fed Rate Cuts and Disinflation Mean for Long-Term Investors
- Beginner’s Guide to Understanding Legacy Planning
- How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios
- How Presidential Elections Affect the Stock Market
- AI Is the Next Biggest Investing Theme
- Does Sustainable Investing Lead to Lower Returns
- How to Start Investing in Dividend Stocks
- Attention Business Owners: “Beneficial Ownership” Reporting Regulations Are Now in Effect
- What Are the 7 Different Focuses of Thematic Investing Styles
- Are Bond Funds a Good Investment Now
- Factors to Consider When Choosing a Wealth Management Firm
- How to Choose a Financial Planner
- What to Look for When Choosing an Investment Advisor
- The Different Types of Financial Advisors
- Are High-Interest Rates Good for Investments?
- What Investments Are Inflation Proof?
- Which Mutual Funds Pay the Highest Dividends?
- The Impact of Corporate Profits and Dividends on Investor Returns
- What Happens to My Investments When Interest Rates Rise?
- What Is a 60-40 Balanced Portfolio?
- How Much Cash Should You Have in a Balanced Portfolio?
- What Are the Pros and Cons of Model Portfolios?
- Are High-Yield Bonds Junk Bonds?
- What Does a Wealth Advisor Do?
- The Impact of Rising Oil Prices on Consumers and Markets
- Highest Real Yields Since 2009
- What Is the Difference Between Bond Equivalent Yield and Yield To Maturity?
- Navigating Market Pullbacks: Fears Over Rising Interest Rates and China
- What Is an Example of Market Allocation?
- Are Bonds Still an Important Part of Diversified Portfolios?
- How Much Money Do You Need for Private Wealth Management?
- How to Calculate Required Rate of Return
- 6 Questions That People Ask Wealth Advisors or Financial Planners
- THE FIDUCIARY PARENT – THE ULTIMATE PLAN SPONSOR SHOULDN’T OVERLOOK THIS FAMILIAR TOOL
- THE WHARTON BUSINESS SCHOOL, YOUR MONEY ON SIRIUS RADIO – DAVID BLAIN, CFA
- BRAIN SURGERY? MAYBE NOT…
- RECENT MARKET SELL-OFF; IMPLICATIONS FOR THE LONG-TERM INVESTOR?
- CFA INSTITUTE FILES LETTER TO SEC REGARDING FIDUCIARY STANDARD
- ARE YOU TAKING ADVANTAGE OF YOUR MILITARY TAX BREAKS?
- IS JANUARY A BAROMETER FOR THE YEAR?
- HOW THE GOP TAX PLAN AFFECTS YOUR YEAR-END PLANNING
- CHARITABLE CONTRIBUTIONS CAN BE LESSONS IN GRATITUDE: HELPING TO GUIDE THE YOUNGER GENERATIONS
- ARE YOU TAKING THE TEMPERATURE OF YOUR INVESTMENT PORTFOLIO?
- HOW DO HIGH FEES REDUCE PERFORMANCE?
- LESSONS FOR THE NEXT FINANCIAL CRISIS
- HOW FINANCIAL PLANNING BECOMES THERAPY
- HIDDEN MARGINAL TAX TRAPS
- WHEN DOES DIVERSIFICATION NOT MAKES SENSE?
- FINANCIAL PLANNING BEYOND THE BORDERS
- FAMILY BUSINESS SUCCESSION PLANNING: WHAT IT IS, WHY IS IT IMPORTANT ?
- THE DOL FIDUCIARY RULE AND WHAT IT MEANS?
- DOES SPRINGTIME MEAN IT’S REAL ESTATE SEASON?
- COMPARING MEDIGAP PLANS
- ARE EMERGING MARKETS SUITABLE FOR ALL INVESTORS?
- HOW MUCH DO YOU PAY YOUR ADVISOR?
- ARE ASSUMPTIONS A NECESSARY PART OF FINANCIAL PLANNING?
- THIS FINANCIAL ADVISER TAKES DIVERSIFICATION TO ANOTHER LEVEL
- WHERE DO TAX DEDUCTIONS DO THE MOST GOOD?
- BULL MARKET, BEAR MARKET, WHAT’S AN INVESTOR TO DO?
- THE SOCIAL SECURITY DECISION: A MARSHMALLOW TEST FOR ADULTS?
- WHAT ARE COMMON MISTAKES TO AVOID WITH EMPLOYEE STOCK OPTIONS?
- IS THE CURRENT BULL TREND YOUR FRIEND?
- INVESTMENT SHOCK ABSORBERS
- I RECEIVED A WINDFALL OF MONEY – NOW WHAT?
- TAX REFORM: IS IT POSSIBLE IN 2017?
- HIGH SCHOOL GRADUATION WILL BE HERE SOON – START PLANNING NOW
- THE RISKS OF INCOME-PRODUCING REAL ESTATE
- A LOOK BACK AT THE SURPRISES OF 2016
- HOW SHOULD A COLLEGE STUDENT INVEST HER FUNDS WISELY?
- TO ROTH OR NOT TO ROTH
- WHY YOUNG INVESTORS SHOULD START SAVING WITH A ROTH IRA
- HOW WILL THE CHANGES IN SOCIAL SECURITY EFFECT YOU?
- CAN I DEDUCT RENTAL LOSSES ON MY FEDERAL INCOME TAX?
- THE WINE LOVERS GUIDE TO INVESTING
- ASK THE QUESTION: IS MY ADVISOR REALLY WORKING FOR ME?
- DO I PAY CAPITAL GAINS ON THE SALE OF AN INHERITED HOME?
- WILL YOUR GOLDEN YEARS BE GOLDEN?
- ARE YOU ON THE RIGHT TRACK FOR RETIREMENT?
- THE WHY AND WHAT OF THE FIDUCIARY RULE
- WHY YOU MAY WANT BOTH A ROTH CONVERSION AND ROTH CONTRIBUTORY ACCOUNT
- BUYER BEWARE OF TAX SCAMS
- SHOULD YOU ROTATE TO CASH?
- MARKETS GO UP AND MARKETS GO DOWN
- FED POISED TO RAISE RATES
- CALIFORNIAN GET THE “WRIGHT” ADVICE ON FLOOD INSURANCE
- RETIREMENT PLANNING GETS LEGISLATED
- MARKET UPDATE: WHAT YOU NEED TO KNOW
- BECOMINE AN EXPERT ON SOCIAL SECURITY
- WHAT ARE OBSTACLES TO BECOMING RICH?
- A GUIDE TO TAX-LOSS HARVESTING
- YOUR MONEY – SIRIUS BUSINESS RADIO- WHARTON SCHOOL OF BUSINESS
- HOW IMPORTANT ARE ADVISOR’S CREDENTIALS?
- MAKE A FINANCIAL PLAN AND IN 4 BASIC STEPS
- ADVISORS AS REAL ESTATE EXPERTS?
- PLANNING FOR RETIREMENT
- BOND MARKET AND PUBLIC INFORMATION
- PLANNING FOR SUCCESS IN INVESTING
- INCOME PRODUCING REAL ESTATE?
- NEW YEAR’S RESOLUTION – 2014
- UNDERSTANDING THE DIFFERENCE BETWEEN SKILL AND LUCK IN INVESTING
- CALCULATING THE RATE OF RETURN
- CHOOSE PROPER ALLOCATION OVER MARKET TIMING
- BONDS STILL VALID IN DIVERSIFIED PORTFOLIOS
- TAXES AND A SECOND HOME
- DEFINING THE MIDDLE CLASS
- A BRIEF HISTORY OF BEAR MARKETS
- CHASING YIELD IS FOOL’S ERRAND
- Category: Blog New
- How Retirees Can Navigate Cost of Living Challenges
- Lifestyle Changes to Consider in Retirement
- What the Gold Rally Means for Investors
- How Rising Oil Prices Affect Investors
- 5 Insights on the Fed, Election, and Volatility in Q4
- How Geopolitical Conflicts Impact Markets and the Economy
- Investing for Their Future: Kids Will Grow Up Faster Than You Think
- What Fed Rate Cuts Mean for Investors
- 5 Insights for Long-Term Investors in the Second Half of 2024
- The Mechanics of Dividend Payments in Mutual Funds Explained
- Beginner’s Guide to Tax Reduction Strategies
- How Earnings Can Guide Investors in Difficult Markets
- Buyer’s Guide: Best Income-Producing Assets for 2024
- Why Cash Is Not a Long-Term Investment
- The Ultimate List of Flat Fee Financial Advisors for Your Needs
- Building Wealth: Top Passive Income Investments to Consider
- Comprehensive List of Assets That Can Generate Passive Income
- The Complete Guide to Family Legacy Planning
- How Loss Aversion and the Sequence of Returns Impact Investors
- Current Expectations for the Fed, Banks and the Economy
- Markets Reached An All-Time High: What Happens Next?
- The SEC Approved Bitcoin ETFs: Now What?
- How the Budget Battle in Washington Impacts Investors
- 5 Keys to Understand Markets in 2024
- Why Bonds Are Increasingly Attractive for Long-Term Investors
- US Household Net Worth Hits All-Time High: Now What?
- Category: BlueSky Advisory Team
- Category: BlueSky Success Team
- Category: Business Planning
- 6 Strategies to Protect Income From Taxes
- Money-Saving Tax Strategies for Small Business
- 5 Tax-Efficient Strategies to Include in Your Retirement Plan
- Tax Reduction Strategies for High-Income Earners (2024)
- Examining Tax Planning Strategies for High-Income Individuals
- Income Tax Reduction Strategies for the Self-Employed
- Maximizing Tax Savings with an S Corporation
- 22 Legal Secrets to Help Reduce Your Taxes
- Reducing Estate Taxes: Strategies for the Wealthy
- 7 Essential End-of-Year Tax Strategies
- Cutting Your Business Taxes: 14 Proven Strategies
- Avoiding Capital Gains Tax: Legal Strategies for Investors
- The Complete Guide to Financial Legacy Planning
- The Ultimate Guide to Creating a Charitable Legacy
- PARTNER ANNOUNCEMENT
- WHEN DO YOU SELL?
- UKRAINE CRISIS COMMENTARY
- 2021 FINANCIAL FORECAST SERIES | TAX REFORM | EPISODE 5
- 2021 FINANCIAL FORECAST: A STEP-BY-STEP VIDEO SERIES TO HELP GUIDE YOU THROUGH THE CHANGES AHEAD | EPISODE 1
- SMALL BUSINESS STATISTICS TO REMIND YOU TO SHOP LOCAL
- CHRISTIE BONACCI, CPA, MAC RECEIVES PROMOTION
- ELITE MILITARY SERVICE TO SUCCESSFUL BUSINESS OWNER WITH CEO DAVID L. BLAIN, CFA
- PAYCHECK PROTECTION PROGRAM UPDATE FOR SMALL BUSINESS OWNERS
- WEBINAR RECAP: NAVIGATING THE COVID-19 STIMULUS PROGRAMS FOR BUSINESS OWNERS AND INDEPENDENT CONTRACTORS
- MARKET UPDATE: NEW LEGISLATURE AND MARKET STRATEGY DURING THE PANDEMIC
- SMALL BUSINESS OWNERS: PART 6
- MARKET UPDATE: POTENTIAL FOR MARKET RECOVERY AFTER THE CORONAVIRUS
- SMALL BUSINESS OWNERS: PART 5
- SMALL BUSINESS OWNERS: PART 4
- SMALL BUSINESS OWNERS: PART 3
- SMALL BUSINESS OWNERS: PART 2
- SMALL BUSINESS OWNERS: PART 1
- BLUESKY’S DAVID BLAIN AND TAXLOOPHOLES.COM – A MEETING OF THE MINDS
- 3 WAYS THE 2017 TRUMP TAX PLAN MIGHT AFFECT YOUR SMALL BUSINESS
- Category: College Savings
- Category: Developed Markets
- Category: Emerging Markets
- Category: Employee Announcements
- CLIENT SERVICE SPECIALIST MADISON CARNEIRO, FPQP™, RECEIVES HER FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL (FPQP™) DESIGNATION
- CLIENT SERVICE SPECIALIST ALI NOE EARNS FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL (FPQP™) DESIGNATION
- ASSOCIATE WEALTH ADVISOR BRET DAYLEY, MTAX, EA, CFP®, RECEIVES HIS CERTIFIED FINANCIAL PLANNER™ (CFP®) CERTIFICATION
- WHO’S BEHIND THE BLUE? SENIOR WEALTH ADVISOR JOHN GJERTSEN, CFA, CFP®, EA
- SENIOR WEALTH ADVISOR CHRISTIE BONACCI, CPA, MAC, RECEIVES PERSONAL FINANCIAL SPECIALIST (PFS) CREDENTIAL
- MADELINE VALENTE, CFP®, PROMOTED TO SENIOR WEALTH ADVISOR
- SETH LARGE RECEIVES PROMOTION
- ALISON JOHNSON JOINS THE BLUESKY SUCCESS TEAM
- THE 3 NEW ADVISORS YOU NEED TO MEET!
- SOO YEON KIM RECEIVES PROMOTION AND CFP® DESIGNATION
- Category: Equities
- Category: Estate Planning
- Category: Exit Strategy
- Category: Fee Only
- IN MEMORY: HONORING THE 20TH ANNIVERSARY OF 9/11 AND THE RESILIENCY OF THE AMERICAN ECONOMY
- NEW SEC RULE ALLOWS RIA FIRMS TO RECEIVE CLIENT TESTIMONIALS AND REVIEWS
- 2021 FINANCIAL FORECAST SERIES | SETTING THE STAGE | EPISODE 2
- INVESTING IN YOUR LIFE WITH DAVID L. BLAIN
- ELITE MILITARY SERVICE LEADS TO SMARTER FINANCIAL DECISIONS AND A CALLING FOR ENTREPRENEURSHIP
- NAVIGATING THE ROADBLOCKS OF FINANCIAL PLANNING
- BLUESKY IN THE NEW BERN SUN JOURNAL
- “WHAT AM I PAYING FEES FOR?” HOW TO DETERMINE THE VALUE OF FINANCIAL ADVICE
- WATCH OUR WEBINAR – SYNDICATED REAL ESTATE: HOW TO INTELLIGENTLY EXPAND YOUR INVESTMENT PORTFOLIO
- WATCH OUR WEBINAR – THINKING OUTSIDE THE BOX – FUNDAMENTALS OF SYNDICATED REAL ESTATE
- GREED, FOR LACK OF A BETTER WORD, IS BAD.
- WHAT ARE THE DIFFERENCES BETWEEN WEALTH ADVISORS THEN AND WEALTH ADVISORS NOW?
- Category: Financial Independence
- Category: Financial Planning
- 2023 Q3 In Review: Quarterly Update from David Blain, CFA, CEO
- 5 Key Takeaways for Investors Heading into Q4 2023
- DEBT CEILING STANDOFF & WHAT YOU NEED TO KNOW
- MARKET UPDATE: INFLATION – RISING RATES HERE TO STAY?
- MARKET UPDATE: PART TWO
- I BONDS: WHAT YOU NEED TO KNOW
- SPECIAL MARKET UPDATE
- KEEPING YOUR RETIREMENT SECURE
- SOCIAL SECURITY WIDOW BENEFIT PLANNING
- IRAS – WHAT’S NOT TO LOVE?
- INVEST IN YOUR LIFE, NOT JUST YOUR PORTFOLIO- AVAILABLE, APRIL 16TH!
- THE SECRET FORMULA FOR INVESTMENT RETURNS
- Category: Fixed Income
- Category: Flat Fee
- Category: Inflation
- Category: Investment Management
- Category: Large Caps
- Category: Medical Practioners
- Category: NAPFA
- Category: Passive income
- Category: REITs
- Category: Retirement Funding
- Category: Roth IRA
- Category: Small Business Planning
- Category: Small Cap
- Category: Succession Planning
- Category: Syndicated Real Estate
- Category: Tax Planning
- Category: Taxes
- Category: Webinar
- Interest Rates Are High: Now is the Time to Invest in Real Estate
- Unlocking Wealth: Investing in Storage Units
- Navigating Turbulent Markets (with Special Guest Apollo D. Lupescu, PhD)
- 2023 Year-End Financial Checklist
- Create A Legacy You Love: Financial Independence & The Role of Real Estate Investing
- Category: Wills and Trusts
- Category: World Markets