Tariffs, Geopolitics, and All-time Highs by Brian Sokolowski, CFA | Managing Partner and CIO 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...
What is Equity Compensation? by Keith Corbett, CFP® March 24, 2025 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...
5 Insights on the Fed, Election, and Volatility in Q4 by Brian Sokolowski, CFA October 24, 2024 As we begin the final quarter of the year, financial markets and the economy have defied the expectations of many investors. Rather than falling into recession, the economy...
Votes, Valuation, & Volatility Brian Sokolowski, CFA July 25, 2024 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...
Why Cash is Not a Long-Term Investment Bluebird Wealth Management TeamJune 1, 2024 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,...
Inflation, Oil, and Rate Expectations Brian Sokolowski, CFAMay 1, 2024 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...
