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 prepare both sides of a wealth transfer for success?

On Thursday, August 25th, 2022, Stonebridge Capital Advisors held its annual Wealth Management Forum. Hear from our incredible expert panelists – Steve Wormley, CPA, Sophia Grotkin, JD, and Robert Kincade – as they dive in on how to best approach wealth transfer from various perspectives.

 

Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.

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- Charitable Donation Strategies

It’s November, a time for giving! As we speed towards the end of the year it is important to think about your philanthropic goals and assess different charitable donation strategies. In this episode, we will discuss how Stonebridge works with clients to identify their charitable donation strategy.

 

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Disclosure: The views expressed here reflect those of the speakers as of 11/16/2021. 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: 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.

Annual President’s Letter

Each year President & Portfolio Manager Robert Kincade writes this letter updating our clients, partners, friends and family on the state of Stonebridge. In this year’s letter, Robert discusses 2020 and our outlook on 2021. He also discusses some of the exciting changes occurring across our firm. Please enjoy and feel free to call or email us with questions.

Read the Letter Here

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.

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