This month defied the historical “September Effect.” Markets were buoyed by better-than-expected economic resilience, a more dovish Fed, and ongoing… read more.
News and Education
Featured
Stonebridge Economic Outlook – September 30, 2025
The U.S. economy in 2025 has been surprisingly resilient on the surface but is increasingly vulnerable beneath. Providing his new… read more.
Stonebridge Market Update – September 10, 2025
Interest Rates & Investment Opportunities: Market Update Positioning for a Changing Interest Rate Environment Recent economic data points — including… read more.
Investment Management
September 2025 – Monthly Market Commentary
This month defied the historical “September Effect.” Markets were buoyed by better-than-expected economic resilience, a more dovish Fed, and ongoing… read more.
Stonebridge Market Update – September 10, 2025
Interest Rates & Investment Opportunities: Market Update Positioning for a Changing Interest Rate Environment Recent economic data points — including… read more.
August 2025 – Stonebridge Monthly Market Commentary
With fall approaching, the recurring theme of volatility serves as a reminder for opportunity in both equity and fixed income… read more.
July 2025 – Stonebridge Monthly Market Commentary
While short-term volatility may return, July reinforced the benefits of a disciplined approach. With AI momentum, rate speculation, and style… read more.
Economy
Stonebridge Economic Outlook – September 30, 2025
The U.S. economy in 2025 has been surprisingly resilient on the surface but is increasingly vulnerable beneath. Providing his new… read more.
Stonebridge Economic Outlook – June 27, 2025
As we remain in a volatile and policy-sensitive economic environment, what does this mean for the state of the U.S…. read more.
2025 Stonebridge Economic Forum
Between the unveiling of the administration’s new tariff plan on “Liberation Day”, the “Wait and See Mode” of the FOMC… read more.
Economic Outlook: Special Update – April 7, 2025
On April 2nd, declared as “Liberation Day” for U.S. trade policy, President Trump announced the highly anticipated new tariff plan…. read more.
Wealth Management
2024 Financial Spring Cleaning
‘Tis the season for spring…and taxes! Since this is a great time for you to re-evaluate your financial picture, our… read more.
2022 Wealth Management Forum Q/A Session
After watching our Forum, what stood out to you? Be it business succession planning or assigning assets to younger generations,… read more.
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… read more.
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… read more.
Latest News
September 2025 – Monthly Market Commentary
This month defied the historical “September Effect.” Markets were buoyed by better-than-expected economic resilience, a more dovish Fed, and ongoing… read more.
Stonebridge Economic Outlook – September 30, 2025
The U.S. economy in 2025 has been surprisingly resilient on the surface but is increasingly vulnerable beneath. Providing his new… read more.
2022 Stonebridge Economic Forum
During this event our Chief Economist Daniel Laufenberg, Ph.D. discussed 2021 and provide his outlook for 2022. Chief Investment Officer… read more.
2021-3-17 Stonebridge Economic Outlook
Dr. Laufenberg provides his revisions to previous forecasts and his projections going forward. In this article, he discusses consumer spending,… read more.
Stonebridge Market Update – September 10, 2025
Interest Rates & Investment Opportunities: Market Update Positioning for a Changing Interest Rate Environment Recent economic data points — including… read more.
August 2025 – Stonebridge Monthly Market Commentary
With fall approaching, the recurring theme of volatility serves as a reminder for opportunity in both equity and fixed income… read more.
July 2025 – Stonebridge Monthly Market Commentary
While short-term volatility may return, July reinforced the benefits of a disciplined approach. With AI momentum, rate speculation, and style… read more.
June 2025 – Stonebridge Monthly Market Commentary
While June wasn’t without headwinds, bonds rallied and equities reached all-time highs again – a reminder of the importance of… read more.
Stonebridge Economic Outlook – June 27, 2025
As we remain in a volatile and policy-sensitive economic environment, what does this mean for the state of the U.S…. read more.
May 2025 – Stonebridge Monthly Market Commentary
May left us with market conditions continuing to show the importance of a disciplined approach to your investments. Discussing the… read more.