COMMENTARY

(Our Blog)

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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We’re Onto 2019 | Bluebird Wealth Management

We’re Onto 2019 | Bluebird Wealth Management

To borrow from a certain well known football coach in New England, we’re on to 2019. In his infamous press conference Coach Belichick was responding (well, refusing to respond) to questions regarding a difficult start to the 2014 season and he was clear that his focus was on the future.

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Opportunities Abound | Bluebird Wealth Management

Opportunities Abound | Bluebird Wealth Management

Last quarter we wrote about significant crosscurrents and contradictions in the economy and markets and wondered how they would play out over the latter half of 2018, specifically if strong earnings growth would continue in the face of trade risks and rising interest rates.

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Stock Sell Off of 2018 | Bluebird Wealth Management

Stock Sell Off of 2018 | Bluebird Wealth Management

“DOW DROPS 1300 POINTS IN TWO DAYS!” screamed the Breaking News banner at the bottom of the CNBC screen this afternoon. It is important to note that 1300 points isn’t what it used to be, as it is only about 5% as measured on a percentage basis.

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Bluebird Wealth Management, LLC

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 clients throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI

Bluebird Wealth Management, LLC

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

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

We serve clients throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI