Quarterly Market Update for Q4 2025: Navigating Conflicting Signals Brian Sokolowski, CFA | Managing Partner and CIO October 25th, 2025 As we begin the final quarter of the year, investors are facing conflicting signals. The S&P 500 reached new all-time highs in...
Special Update: What the Fed Rate Cut Means for Long-Term Investors The Bluebird Wealth Team September 19th, 2025 The famous investing principle “don’t fight the Fed” was coined in the 1970s but has only grown in significance. The idea is simple: the...
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...
