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.

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.

2020 Asset Protection Strategies

In the second episode of our Wealth Planning Series our partner, Vice President of Aon Private Risk Management Mark Brown covers asset protection strategies when planning an estate.

 

 

Disclosure: The views expressed here reflect those of the speakers as of 11/17/2020. 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.

2020 Estate Planning Strategies

In this presentation, President Robert Kincade and Vice President Ronald Hume discuss estate planning strategies for 2020.

Disclosure: The views expressed here reflect those of the speakers as of 10/05/2020. 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.

 

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