June 12th, 2020

The desire to leave a legacy has led many people to estate planning and charitable giving with a philanthropic heart. It’s a lot more than a way to reduce taxes, although it does that quite effectively. Ultimately, your choice of charities reflects your values and your purpose in life. Estate Planning: A Celebration of Life […]

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April 1st, 2020

In BlueSky’s Special LIVE Webinar on Friday, March 27th, David Blain, CFA dug deep to answer the questions and concerns of our clients facing the current market. Check out a recap of a few questions below. How does your [David Blain] experience investing help us during this time? David Blain: Well, I started investing actually when I […]

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March 19th, 2020

In his latest vlog, David Blain, CEO of BlueSky Wealth Advisors, discusses the potential for market recovery after the coronavirus and the downsides of trying to time the market. Read the full transcript below or click here to watch the video. “Hello everyone, David Blain here, CEO of BlueSky Wealth Advisors. Just wanted to give you a […]

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January 17th, 2020

In the fifth and final session of the Pension Course, David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO, and Founder of BlueSky Wealth Advisors covers the need to know details of a Non-Qualified Deferred Compensation Plan and how it can be advantageous for your company. Click here to watch now. What to watch […]

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