Entries by brandonwu@me.com

Lasting Wealth Financial Plan

 Blue Sky Financial Planning developed a proprietary planning process which is centered around our definition of “Wealth” . We define Wealth as the ability to sustain your desired lifestyle through all phases of your life – thus the name,”Lasting Wealth”.  It is not just about the money, although this is an integral component. It is […]

Points to Ponder

“I have learned a lot and discovered nothing” – Ricardo Semler “The Seven Day Weekend” “Have fun wherever you go because you are going to be there anyway.”  – DJ on Sirius Radio Outlaw Country “Gratitude is an internally generated capability that allows an individual to create and discover unlimited meaning and value in every situation […]

Gifts For Grandchildren

By Grant Karst, CFP, CLU, CHFC Someone once said, “If I had known how much fun grandchildren are, I would have had them first!” Grandchildren truly are special and grandparents love to shower them with attention and gifts. Here are a few ideas for gifts that won’t end up in the toy pile and will provide […]

“Investing” By: Grant Karst

Why do so many investors do exactly the wrong thing at the wrong time? Why did so many investors take money out of the equity markets in the last quarter of 2008 and the first quarter of 2009, when the market was at its lowest point? Why were many investors reluctant to add money to […]