COMMENTARY
(Our Blog)

Tariffs, Geopolitics, and All-Time Highs
July 21, 2025
The second quarter of 2025 showcased both the resilience of financial markets and their sensitivity to policy uncertainty. From the White House’s tariff announcements in April to escalating tensions between Israel and Iran in June, investors faced many challenges.

What is Equity Compensation?
Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. Instead of receiving only a salary and bonuses, employees are granted potential ownership in the company through stock options, restricted stock units (RSUs), or other equity-based incentives.

5 Insights on the Fed, Election, and Volatility in Q4
As we begin the final quarter of 2024, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy has grown steadily, albeit at a slower pace, and inflation rates have fallen toward the Fed’s target.

Votes, Valuation, & Volatility
During the first half of 2024 the stock market rally continued as investors anticipate the first Fed rate cut and artificial intelligence stocks remain (very much) in favor. Through June the S&P 500 gained 15.3% with dividends, the Nasdaq 18.6%, and the Dow Jones Industrial Average 4.8%. The 10-year Treasury yield declined from its April peak of 4.7% to 4.4%, allowing the overall bond market to be roughly flat on the year. International stocks have performed better as well, with developed markets returning 5.7% and emerging markets 7.7%.

Why Cash is Not a Long-Term Investment
In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, and more. More recently, the possibility of worse-than-expected inflation and a delay of the first Fed rate cut have led to renewed investor concerns. At the same time, interest rates on cash are at their highest levels in decades, making it appear that there are attractive “risk-free” returns. What role should cash play in investor portfolios today?

Inflation, Oil, and Rate Expectations
The onset of 2024 ushered in discussions regarding the Federal Reserve’s strategy for steering the economy, with debates revolving around the prospects of a “soft” or “hard” landing.

Too Resilient?
In this blog post, we discuss the recent resiliency of the US Economy.

Why the 4% Rule is Only a Starting Point for Retirement—Keith Corbett, Bluebird Wealth Management
In this blog post, we speak about the 4% rule and its’ place in a retirement strategy.
Bluebird Wealth Management, LLC

Metrowest Office
(508) 359-4349
266 Main St.
Suite 19B
Medfield, MA 02052
North Shore Office
(978) 775-1287
12 Oakland St.
Suite 308
Amesbury, MA 01913
We serve individuals and families throughout the United States.
Bluebird Wealth Management, LLC

Metrowest Office
266 Main St.
Suite 19B
Medfield, MA 02052
+1 (508) 359-4349
info@bluebirdwealthmanagement.com
North Shore Office
12 Oakland St.
Suite 308
Amesbury, MA 01913
+1 (978) 775-1287
info@bluebirdwealthmanagement.com
We serve individuals and families throughout the United States.