Uncertainty remains as concerns around tariffs and growth continue driving market volatility. Addressing April’s market conditions and how this impacts… read more.
News and Education
Featured
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.
Investment Management
April 2025 – Stonebridge Monthly Market Commentary
Uncertainty remains as concerns around tariffs and growth continue driving market volatility. Addressing April’s market conditions and how this impacts… read more.
March 2025 – Stonebridge Monthly Market Commentary
Looking Ahead In times of market uncertainty, we are reminded to stay disciplined through volatility. Addressing March’s market conditions and… read more.
Stonebridge Market Update – March 13, 2025
Navigating Recent Volatility Reflecting on the current market conditions, our Director of Equity discusses navigating the recent volatility and the… read more.
February 2025 – Monthly Market Commentary
Staying Focused Amid Uncertainty Reflecting on February’s market conditions and how it impacts Stonebridge’s investment strategies, our Investment Management Team… read more.
Economy
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.
Economic Outlook – March 27, 2025
Navigating the next chapter of the U.S. economy, our Chief Economist, Daniel E. Laufenberg, Ph.D., forecasts what lies ahead for… 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.
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
April 2025 – Stonebridge Monthly Market Commentary
Uncertainty remains as concerns around tariffs and growth continue driving market volatility. Addressing April’s market conditions and how this impacts… 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.
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.
March 2025 – Stonebridge Monthly Market Commentary
Looking Ahead In times of market uncertainty, we are reminded to stay disciplined through volatility. Addressing March’s market conditions and… read more.
Economic Outlook – March 27, 2025
Navigating the next chapter of the U.S. economy, our Chief Economist, Daniel E. Laufenberg, Ph.D., forecasts what lies ahead for… read more.
Stonebridge Market Update – March 13, 2025
Navigating Recent Volatility Reflecting on the current market conditions, our Director of Equity discusses navigating the recent volatility and the… read more.
February 2025 – Monthly Market Commentary
Staying Focused Amid Uncertainty Reflecting on February’s market conditions and how it impacts Stonebridge’s investment strategies, our Investment Management Team… read more.
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.