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.

Stonebridge Soundbites: Equity Research Process

We sit down with Senior Analyst Steve Roorda to discuss the Stonebridge equity research process.  Steve goes into detail on bottom-up analytics and discusses our team-based approach. The findings of our analysis help us determine which stocks to buy, hold and sell.

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The views expressed here reflect those of Steve Roorda 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.

Stonebridge Soundbites: Pitfalls of Protective Strategies

Stonebridge Soundbites is a new audio educational series produced by Stonebridge Capital Advisors. Each recording features one of our experts and is designed to be a short conversation on a very specific investment or wealth topic. This month’s recording features Chief Investment Officer and Portfolio Management, John Schonberg, CFA as he discusses protective strategies.
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