Identifying Investment Value in Tax-Efficient Asset Management During this 2025 tax season, it is an opportune time to review your… read more.
News and Education
Featured
January 2025 – Monthly Market Commentary
Reflecting on January’s month of trading, our Director of Equity and Director of Fixed Income address market conditions and how… read more.
Income-Efficient Investing
Understanding Long-Term Capital Gains, Qualified Dividends, and Municipal Bonds With the start of the 2025 tax season, now is an… read more.
Stonebridge Economic Outlook – January 6, 2025
Welcoming in the new year, the centerpiece of this Economic Outlook is the path for the U.S. economy as it… read more.
Investment Management
Tax-Loss Harvesting
Identifying Investment Value in Tax-Efficient Asset Management During this 2025 tax season, it is an opportune time to review your… read more.
January 2025 – Monthly Market Commentary
Reflecting on January’s month of trading, our Director of Equity and Director of Fixed Income address market conditions and how… read more.
Income-Efficient Investing
Understanding Long-Term Capital Gains, Qualified Dividends, and Municipal Bonds With the start of the 2025 tax season, now is an… read more.
December 2024 – Monthly Market Commentary
Happy New Year! Starting off 2025, our Director of Equity and Director of Fixed Income reflect on December’s month of… read more.
Economy
Stonebridge Economic Outlook – January 6, 2025
Welcoming in the new year, the centerpiece of this Economic Outlook is the path for the U.S. economy as it… read more.
Stonebridge Economic Outlook Update
On Tuesday, November 5th, 2024, our nation re-elected President Donald Trump into the White House as the 47th President of the United… read more.
Stonebridge Economic Outlook – September 20, 2024
Just like the seasons changed, from summer to autumn, so has the state of the U.S. economy and market conditions…. read more.
July 2024 – Monthly Market Commentary
As we begin the last month of summer 2024, our Director of Equity and Director of Fixed Income reflect on… 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
Tax-Loss Harvesting
Identifying Investment Value in Tax-Efficient Asset Management During this 2025 tax season, it is an opportune time to review your… 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.
January 2025 – Monthly Market Commentary
Reflecting on January’s month of trading, our Director of Equity and Director of Fixed Income address market conditions and how… read more.
Income-Efficient Investing
Understanding Long-Term Capital Gains, Qualified Dividends, and Municipal Bonds With the start of the 2025 tax season, now is an… read more.
Stonebridge Economic Outlook – January 6, 2025
Welcoming in the new year, the centerpiece of this Economic Outlook is the path for the U.S. economy as it… read more.
December 2024 – Monthly Market Commentary
Happy New Year! Starting off 2025, our Director of Equity and Director of Fixed Income reflect on December’s month of… read more.
Stonebridge Annual Client Letter
With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter…. read more.
November 2024 – Monthly Market Commentary
Season’s greeting! Heading into the holidays, our Investment Management Team reflects on November’s month of trading, including market conditions and… read more.
Stonebridge Economic Outlook Update
On Tuesday, November 5th, 2024, our nation re-elected President Donald Trump into the White House as the 47th President of the United… read more.