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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January 10th, 2020

Does your small business meet the requirements for a Defined Benefits Plan? Find out in this webinar with David Blain, CFA, author of Invest in Your Life, Not Just Your Portfolio, CEO and founder of BlueSky Wealth Advisors as he discusses the two main types of Defined Benefits Plans and who is eligible for each. Click here to […]

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January 3rd, 2020

Learn the difference between Money Purchase Pension Plans and Profit-Sharing plans and the pros and cons of each, as David Blain, CFA, author of Invest in Your Life, Not Just your Portfolio, CEO and Founder of BlueSky Wealth Advisors, dives into Advanced Pension Plans for Small Businesses. Click here to watch now. What to watch for: Money Purchase Pension Plan 2:37 […]

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