As we near the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income… read more.
News and Education
Featured
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.
Stonebridge Annual Client Letter
With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter…. read more.
Investment Management
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.
Stonebridge Soundbite – To Buy, To Hold, or To Sell?!
When we say that we build customized investment portfolios using individual equities and fixed income securities, what does that actually… read more.
Economy
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.
Q3 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the… read more.
Wealth Management
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.
Stonebridge Soundbites- Charitable Donation Strategies
It’s November, a time for giving! As we speed towards the end of the year it is important to think… read more.
Latest News
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.
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.
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.
Stonebridge Annual Client Letter
With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter…. read more.
Pershing 2024 eDelivery Update
While 2023 may be winding down, communications regarding various updates to platforms, requirements, and deadlines tend to happen around this… read more.
2023 Year-End Client Checklist Letter
Prepared by our Client Relations and our Executive Leadership teams, this formal letter serves as a reminder for clients to… read more.
Q3 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the… 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.