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Category: 401k
- 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
- 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: BlueSky Advisory Team
- Johanna Mussro, FPQP™
- Molly Sutz, CFP®, MS, AFC®
- Tom Rasmussen, CFP®
- Caroline Jones, CFP®, CDFA®, MS, EA
- Soo Yeon Kim, CFP®, EA
- Tara Hughes, CPA, CGMA
- Christie Bonacci, CPA/PFS, MAC
- Madeline Valente, CFP®
- John Gjertsen, CFA, CFP®, EA
- David L. Blain, CFA
Category: BlueSky Success Team
- Tiffany Cassell
- Madison Carneiro, FPQP™
- Alison Noe, FPQP™
- Grant Mosher, CFP®
- Ayasha Jones
Category: Business Planning
- 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
- BLUESKY WEALTH ADVISORS AND ELON UNIVERSITY CREATE A PARTNERSHIP TO PROMOTE FINANCIAL LITERACY
- MILLENNIAL MONEY: HOPE IS NOT LOST
- STRATEGIZE TO SUCCEED – FINANCIAL PLANNING FOR LIFE
Category: Developed Markets
- 2021 FINANCIAL FORECAST SERIES | CAPITAL MARKET EXPECTATIONS | EPISODE 4
- GAMESTOP STOCK FRENZY WITH BLUESKY CEO AND FOUNDER DAVID L. BLAIN, CFA
- 2021 FINANCIAL FORECAST SERIES | ECONOMIC OUTLOOK | EPISODE 3
- WHY SHOULD YOU DIVERSIFY?
Category: Emerging Markets
- BITCOIN: WHAT YOU NEED TO KNOW
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
- The Fed’s Latest Projections: Cause for Concern, or Just Another Data Point?
- Invest Early & Build Wealth Patiently
- THE COLLAPSE OF SILICON VALLEY BANK & WHAT IT MEANS FOR YOU
- 2021 FINANCIAL FORECAST SERIES | RISING INTEREST RATES | EPISODE 7
Category: Estate Planning
- 2021 FINANCIAL FORECAST SERIES | ESTATE PLANNING | EPISODE 6
- HOW TO RETIRE EARLY, OWN A BEACH HOUSE, OR FUND A HOSPITAL WING IN YOUR NAME
Category: Exit Strategy
- MARKET UPDATE AS THE CORONAVIRUS CONTINUES ON
- MARKET UPDATE IN THE MIDST OF THE CORONAVIRUS SCARE
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
- INFLATION CONTINUES TO RISE
- MARKET & ECONOMY PERSPECTIVE
- INTEREST RATES & FEDERAL RESERVE
- 6 THINGS TO CONSIDER WHEN INVESTING IN PRIVATE REAL ESTATE
- IT’S ALL IN THE BASICS: THE ABCS OF GOOD FINANCIAL HABITS
- WHY DO YOU NEED MORE THAN ONE PATH TO A SUCCESSFUL RETIREMENT?
Category: Financial Planning
- 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
- Business Cycle and the Stock Market
Category: Investment Management
- CHANGES COMING TO YOUR PORTFOLIO SOON: A SPECIAL MESSAGE FROM BLUESKY CEO DAVID L. BLAIN, CFA
Category: Large Caps
Category: Medical Practioners
- 7 TIPS TO PREVENT MEDICAL PRACTICE SHORTFALLS
Category: NAPFA
Category: Passive income
Category: REITs
Category: Retirement Funding
- ARE YOU IN DANGER OF ROBOTS REBOOTING YOUR RETIREMENT PLANS?
- EARLY RETIREMENT: IS THIS YOUR MULTI-FACETED GOAL?
Category: Roth IRA
Category: Small Business Planning
Category: Small Cap
Category: Succession Planning
Category: Syndicated Real Estate
Category: Tax Planning
- 2022-23 NORTH CAROLINA BUDGET TAX CHANGES WITH DAVID L. BLAIN, CFA
- PROPOSED TAX CHANGES AHEAD: BREAKING DOWN THE BUILD BACK BETTER ACT WITH DAVID L. BLAIN, CFA
- HOW TO PAY TAXES ON INVESTMENT INCOME
Category: Wills and Trusts
Category: World Markets