COMMENTARY
(Our Blog)

Turning the Page — By Brian Sokolowski, CFA, Bluebird Wealth Management
In this blog post, we discuss the challenges of the 2022 investment environment and what to expect in 2023.

Three Tax Efficient Charitable Giving Strategies by Keith Corbett, CFP® | Bluebird Wealth Management
In this blog post, we will explore three charitable giving strategies intended to reduce taxes, minimize record keeping, and increase donations to charity.

“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…

Bluebird Financial Advisor Keith Corbett Selected as Part of Zoe Financial Network
We are proud to share that our VP/Financial Advisor, Keith Corbett has been accepted to the Zoe Financial Network.

The Great Recalibration by Brian Sokolowski, CFA | Bluebird Wealth Management
Last Thursday, Cleveland Federal Reserve Bank President Loretta Mester characterized the current Federal Reserve policy stance as “the great recalibration of monetary policy.”

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.

An Introduction to Bluebird Wealth Management
Please watch the following Video introduction to Bluebird Wealth Management put together by
by Keith Corbett, CFP

Client Questions from Q3, 2021 | Bluebird Wealth Management
Chief Investment Officer, Brian Sokolowski, sits down with Financial Advisor, Keith Corbett, to review investor questions from Q3, 2021.

It’s an Analog Market…for Now, by Brian Sokolowski, CFA Bluebird Wealth Management
We believe investors are well served by owning innovative companies with durable competitive advantages, in attractive categories, over long periods of time; we are growth investors at our core.

Robin Hood and His Merry Band – The Return of Active Investing| Bluebird Wealth Management
Prior to founding Bluebird in 2018, I had spent the previous 14 years in investment research and portfolio management. A central function of the role was to attend a dozen or so investment conferences each year, which involved meeting with company management and discovering opportunities to actively invest client capital.

Bracing for the Fall| Bluebird Wealth Management
While “The Most Hated Stock Market Rally” was a common refrain over much of the 2009-2020 bull market, the remarkable rally off the March 2020 lows has truly earned the moniker, in our opinion.

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.

Generational Struggle Meets Election Politics | Bluebird Wealth Management
Discerning politics from policy is always a challenge for investors, regardless of the party or administration occupying the White House.

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.

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.

A Bear Market Guide | Bluebird Wealth Management
US stock market, as measured by the S&P 500, has thus far narrowly averted the standard definition of a bear market.

The Crippling Costs of Variable Annuities | Bluebird Wealth Management
“Guaranteed” income for life, ability to participate in potential stock market growth, and downside protection in case of a stock market slump form a theoretically appealing combination for many people as they plan their retirement savings and investment strategies.

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.
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 individuals and families throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI
Bluebird Wealth Management, LLC

Medfield, MA Office
266 Main St.
Suite 19B
Medfield, MA 02052
+1 (508) 359-4349
keith@bluebirdwealthmanagement.com
West Newbury, MA Office
6 Felton Ln.
West Newbury, MA 01985
+1 (978) 775-1287
keith@bluebirdwealthmanagement.com
We serve individuals and families throughout the United States. In-person meetings are available upon request in MA, NH, VT, ME, CT and RI