Blue Sky Financial Group
3478 Buskirk Ave., Suite1000
Pleasant Hill, CA 94523
P: (925) 719-9297
© 2019, Blue Sky Financial Group. All Rights Reserved.  Disclosure StatementPrivacy Policy. Firm ADV Part II
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'The View from Above - Archived Articles

October 24, 2019

Everyone wants to have the highest investment returns with the lowest amount of risk.  But the average investor knows that this isn’t possible.  So, the compromise is to have a diversified portfolio.  A portfolio designed to produce an estimated rate of return to meet your goals, while managing risk...

October 24, 2019

Fall has arrived!  And as we enjoy our pumpkin spiced latte in 100 degree heat, we use yet another calendar event as a bench mark to evaluate are current standing in life.  We check our task list to make sure we are accomplishing what needs to be done.  We consider new health trends or hobbies to ta...

August 22, 2019

From time to time I dedicate a little of my professional focus on my own financial plan, and make sure I am practicing the behavior I endorse to reach my financial goals.  While working on the task of cash flow/budget planning, I was reviewing my spending on items which my family may not putting to...

June 25, 2019

In the final part of a three-part series, about what planners do and do not know, we explore the most important variable in financial planning; longevity.  As I discussed, in one of my first ever blog posts; the most important variable when creating a financial plan is the hypothetical length of the...

May 23, 2019

For this month’s ‘For your consideration’ I submit the second of three parts in a series of ‘what-If’ scenarios.  Factors of financial planning that planners assume they have a firm understanding, but must be prepared in case everything changes?  Last month we considered if the investment world will...

April 25, 2019

Nothing is better than the changing of the seasons!  In fall leaves change colors, decorating the landscape.  In spring flowers come alive, bringing life from a long and cold winter.  After tax season crumpled statements and papers get returned to a dusty filing cabinet.  Ah, the end of tax season....

March 22, 2019

Every so often there is a news story that crosses the borders of various genres.  Usually entertainment news stays within the universe of entertainment.  Sports news stays on the sports channels.  Crime and punishment stays on the police blotter.  But occasionally, there are those stories that bleed...

February 22, 2019

This month’s ‘For Your Consideration’ is the second part of an unscheduled two-part series on why you should never let poor economic conditions be the impetus of bad decisions.  Investors should always consider their long-term goals and stay on course until the goals change, not the economy.

January 24, 2019

Unless you were cunning enough to avoid the news, the markets did not have a very happy holiday season.  I am very proud of all my clients who, despite the news, refrained from making any harsh reactionary moves during the volatility.  This past month was our first opportunity in almost a decade to...

November 25, 2018

The internet is a wonderful and amazing testament to the ingenuity of the human mind.  It has made the world smaller, brought people together and saved hours if not days of task time for busy people.  When I was younger, I used to think the television was the greatest invention ever and would never...

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