COMMENTARY

(Our Blog)

Why Cash is Not a Long-Term Investment

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?

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Inflation, Oil, and Rate Expectations

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.

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“Drowning in Gloom” by Brian Sokolowski, CFA | Bluebird Wealth Management

“Drowning in Gloom” by Brian Sokolowski, CFA | Bluebird Wealth Management

After initially hearing the phrase “Drowning in Gloom” on Bloomberg Radio while on a road trip with my son in early August it has been replaying in my head often over recent weeks. The phrase was delivered by Bloomberg Surveillance host Tom Keene (noted skeptic, Red Sox fan, and hardly a perma-bull) to describe the current zeitgeist of financial markets…

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Passing the Baton to Inflation by Brian Sokolowski, CFA | Bluebird Wealth Management

Passing the Baton to Inflation by Brian Sokolowski, CFA | Bluebird Wealth Management

The dominant theme for the market this year has been the continued strong economic recovery, albeit at a rate slightly slower than the consensus had expected entering the year. Strong – but slightly disappointing – economic growth explains above average equity returns paired with relatively defensive leadership, and rotations between growth and value groups through the year.

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The Great American* Jobs Machine | Bluebird Wealth Management

The Great American* Jobs Machine | Bluebird Wealth Management

Last Friday’s jobs report confirmed remarkable and better than expected news. While the newly released December data was as expected and favorable job creation for an economy late in a growth cycle, the revision of November’s data supported the initial report released in early December.

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Goldilocks’ Wish List | Bluebird Wealth Management

Goldilocks’ Wish List | Bluebird Wealth Management

Although it is a popular metaphor in the investment commentary business, especially in recent years, referencing Goldilocks seems particularly apt as we assess recent months and the current situation in markets. It is fitting that the great Goldilocks Bull Market which began in 2009 gets one more thrust from the recent “just right” mix of economic and market conditions.

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Bluebird Wealth Management, LLC

Bluebird Wealth Management

Medfield Office

(508) 359-4349
266 Main St.
Suite 19B
Medfield, MA 02052

West Newbury Office

(978) 775-1287
6 Felton Ln.
West Newbury, MA 01985

We serve individuals and families throughout the United States.

Bluebird Wealth Management, LLC

Bluebird Wealth Management

Medfield, MA Office

266 Main St.
Suite 19B
Medfield, MA 02052
+1 (508) 359-4349
info@bluebirdwealthmanagement.com

West Newbury, MA Office

6 Felton Ln.
West Newbury, MA 01985
+1 (978) 775-1287
info@bluebirdwealthmanagement.com

We serve individuals and families throughout the United States.