Pleasantly surprising and surpassing investor expectations, our Director of Equity and Director of Fixed Income reflect on September’s month of… read more.
News and Education
Featured
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.
August 2024 – Monthly Market Commentary
Waving goodbye to the summer days and welcoming the crispy autumn breeze, our Director of Equity and Director of Fixed… read more.
A Holistic View of Asset Allocation
During periods of market volatility, in election years, and at times of inflation and recession, many investors may raise questions… read more.
Investment Management
September 2024 – Monthly Market Commentary
Pleasantly surprising and surpassing investor expectations, our Director of Equity and Director of Fixed Income reflect on September’s month of… read more.
August 2024 – Monthly Market Commentary
Waving goodbye to the summer days and welcoming the crispy autumn breeze, our Director of Equity and Director of Fixed… read more.
A Holistic View of Asset Allocation
During periods of market volatility, in election years, and at times of inflation and recession, many investors may raise questions… 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.
Economy
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.
June 2024 – Monthly Market Commentary
Halfway through 2024, our Director of Equity and Director of Fixed Income reflect on June’s month of trading, including market… read more.
Stonebridge Economic Outlook – June 27, 2024
And just like that, we are halfway through 2024! Addressing the state of the U.S. economy thus far, our Chief… 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 2024 – Monthly Market Commentary
Pleasantly surprising and surpassing investor expectations, our Director of Equity and Director of Fixed Income reflect on September’s month of… 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 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.
August 2024 – Monthly Market Commentary
Waving goodbye to the summer days and welcoming the crispy autumn breeze, our Director of Equity and Director of Fixed… read more.
A Holistic View of Asset Allocation
During periods of market volatility, in election years, and at times of inflation and recession, many investors may raise questions… 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.
June 2024 – Monthly Market Commentary
Halfway through 2024, our Director of Equity and Director of Fixed Income reflect on June’s month of trading, including market… read more.
Stonebridge Economic Outlook – June 27, 2024
And just like that, we are halfway through 2024! Addressing the state of the U.S. economy thus far, our Chief… read more.
May 2024 – Monthly Market Commentary
With the start of summer 2024, our Director of Equity and Director of Fixed Income reflect on May’s month of… read more.