‘Tis the season for spring…and taxes! Since this is a great time for you to re-evaluate your financial picture, our… read more.
News and Education
Featured
2024 Stonebridge Economic Forum
As we have begun the start of a new year, our Chief Economist, Director of Equity, and Director of Fixed… read more.
March 2024 – Monthly Market Commentary
With the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on… read more.
Is Gold A Good Investment?
During times of severe economic and market stress, is gold a good investment and does it make sense in a… read more.
Investment Management
Is Gold A Good Investment?
During times of severe economic and market stress, is gold a good investment and does it make sense in a… read more.
2023 Stonebridge Investment Management Forum
Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023,… read more.
ESG Investing: Navigating Your Goals Through a Values-Based Approach
In recent years, the pressure to invest under Environmental, Social and Governance (ESG) standards has been steadily increasing. At its… read more.
Stonebridge Soundbite – The Bond Talk
“Bonds are back!” For several months now, we have been hearing this phrase repeated over and over again… So, what… read more.
Economy
2024 Stonebridge Economic Forum
As we have begun the start of a new year, our Chief Economist, Director of Equity, and Director of Fixed… read more.
March 2024 – Monthly Market Commentary
With the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on… read more.
Stonebridge Economic Outlook – March 18, 2024
As we quickly approach the end of a first quarter, Chief Economist – Daniel E. Laufenberg, Ph.D. – addresses the… read more.
February 2024 – Monthly Market Commentary
As we near the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income… read more.
Wealth Management
2024 Financial Spring Cleaning
‘Tis the season for spring…and taxes! Since this is a great time for you to re-evaluate your financial picture, our… read more.
2022 Wealth Management Forum Q/A Session
After watching our Forum, what stood out to you? Be it business succession planning or assigning assets to younger generations,… read more.
2022 Stonebridge Wealth Management Forum
Whether it is planning for your business succession or assigning assets to younger generations in your family, how do we… read more.
Stonebridge Soundbites: Phone and Email Phishing Scams
Phishing scams impact hundreds of thousands of people each year. It is one of the largest threats to personal and… read more.
Latest News
2024 Stonebridge Economic Forum
As we have begun the start of a new year, our Chief Economist, Director of Equity, and Director of Fixed… read more.
2022 Stonebridge Economic Forum
During this event our Chief Economist Daniel Laufenberg, Ph.D. discussed 2021 and provide his outlook for 2022. Chief Investment Officer… read more.
2021-3-17 Stonebridge Economic Outlook
Dr. Laufenberg provides his revisions to previous forecasts and his projections going forward. In this article, he discusses consumer spending,… read more.
2024 Financial Spring Cleaning
‘Tis the season for spring…and taxes! Since this is a great time for you to re-evaluate your financial picture, our… read more.
March 2024 – Monthly Market Commentary
With the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on… read more.
Is Gold A Good Investment?
During times of severe economic and market stress, is gold a good investment and does it make sense in a… read more.
Stonebridge Economic Outlook – March 18, 2024
As we quickly approach the end of a first quarter, Chief Economist – Daniel E. Laufenberg, Ph.D. – addresses the… read more.
February 2024 – Monthly Market Commentary
As we near the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income… read more.
January 2024 – Monthly Market Commentary
Stepping into the second month of 2024, our Director of Equity and Director of Fixed Income reflect on the new… read more.
Stonebridge Economic Outlook – December 28, 2023
What’s in Store for 2024? To conclude this year’s final quarter, Daniel Laufenberg, Ph.D. addresses what the coming year has… read more.