Passing the Baton to Inflation by Brian Sokolowski, CFABluebird 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...
Client Questions: AnsweredQ3, 2021 by Keith Corbett, CFPBluebird Wealth Management Chief Investment Officer, Brian Sokolowski, sits down with Financial Advisor, Keith Corbett, to review investor questions from Q3, 2021. Questions include: 1) What is the relationship...
It’s an Analog Marketplace….For Now by Brian Sokolowski, CFABluebird Wealth Management Considering the following data points, which company’s stock would one expect to have performed better over the past 3 months? 1) Zoom reported a 369% increase in...
Robinhood and His Merry Band The Return of Active Investingby Brian Sokolowski, CFABluebird 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...
Bracing for the Fall by Brian Sokolowski, CFABluebird 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....
