August Market Commentary

This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the August equity and fixed income markets.

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Stonebridge Soundbites: The Importance of an Investment Policy Statement

An Investment Policy Statement (IPS) may seem like a daunting document but in reality, it can be a manageable tool for understanding the purpose and goals of your financial accounts. An IPS is advantageous for any client; whether you are an individual, family, nonprofit, or corporation. In this episode, Heidi and Patrick break down what an IPS is and how it can be established.

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Disclosure: The views expressed here reflect those of the speakers as of 8/20/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.

July Market Commentary

This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the July equity and fixed income markets.

 

Full Article Here

Stonebridge Soundbites: Is crypto right for my portfolio?

Crypto, crypto, crypto, it’s a fast-moving train! Is it right for everyone? Michael and Ryan dive into cryptocurrency, discussing its volatility, allocation, and position as an asset. It may or may not be for everyone, so before you jump on the train, listen in, and learn how to determine if crypto is right for you.

 

 

Disclosure: The views expressed here reflect those of the speakers as of 6/30/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.

2021 Annual ADV Offering

Annually we are required to provide certain disclosure information to each of our clients. We believe in transparency and want to provide access to our updated ADV. Please use the links below to access the ADV offering Information. If you would like to receive our ADV Part 2A and 2B please call 651-251-1000.

ADV Offering Letter

Privacy Commitment

Summary of Changes

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