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 financial information. In this episode, Attorney Sophia Grotkin of Randen, Chakirov & Grotken LLC, will discuss the impact of phishing scams, how they work, how to avoid them, and what to do if you have been scammed.

Key questions covered in this recording:

  • What trends are we seeing in financial and information scams?
  • What kind of damage can be done?
  • Do you have examples of how some of these scams work?
  • How do we prevent these threats from happening to us?
  • What should we do if we think we have been scammed?

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Stonebridge Soundbites- A Dive into Volatility

For this episode of Stonebridge Soundbites, I chat with Portfolio Manager Michael Dashner, CFA about market volatility.

Questions Answered in this Recording:

– What defines market volatility?

– Examples of years past where we have seen true market volatility?

– Have there been times when markets have been labeled volatile when they really aren’t?

– How do you assess and manage portfolios during periods of volatility?

– What do you say to your client during times of market volatility?

 

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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.

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.

Stonebridge Soundbites: Tax Efficient Planning

When I hear some investment managers talk about tax-sensitive investment management it usually means, they are sensitive to your tax needs and will buy tax-exempt bonds or tax-exempt bond funds, and viola there you go. Often times they go on managing your portfolio with no concern for your overall tax-efficient asset management. So, what does holistic tax-efficient asset management really mean?

 

 

Disclosure: The views expressed here reflect those of the speakers as of 1/14/2021. 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.

Stonebridge Soundbites: Asset Allocation

We often hear the term asset allocation used to define the breakout between fixed income and equity in a portfolio. However, we believe this allocation should cover a much more broad examination of your assets. In this Stonebridge Soundbites audio recording Founders Robert Kincade and Heidi Hukriede, CFA discuss our holistic position on asset allocation.

 

 

Disclosure: The views expressed here reflect those of the speakers as of 11/23/2020. 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.

Stonebridge Soundbites: What’s Driving the Equity Market?

This month we sit down with Stonebridge Portfolio Manager, Michael Dashner, CFA, as he discusses what’s driving the equity markets.

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Disclosure: The views expressed here reflect those of Michael Dashner as of the date noted. 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.

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