Prepared by our Client Relations and our Executive Leadership teams, this formal letter serves as a reminder for clients to… read more.
News and Education
Featured
Q3 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the… read more.
2023 Stonebridge Investment Management Forum
Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023,… read more.
ESG Investing: Navigating Your Goals Through a Values-Based Approach
In recent years, the pressure to invest under Environmental, Social and Governance (ESG) standards has been steadily increasing. At its… read more.
Investment Management
2023 Stonebridge Investment Management Forum
Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023,… read more.
ESG Investing: Navigating Your Goals Through a Values-Based Approach
In recent years, the pressure to invest under Environmental, Social and Governance (ESG) standards has been steadily increasing. At its… read more.
Stonebridge Soundbite – The Bond Talk
“Bonds are back!” For several months now, we have been hearing this phrase repeated over and over again… So, what… read more.
Stonebridge Soundbite – To Buy, To Hold, or To Sell?!
When we say that we build customized investment portfolios using individual equities and fixed income securities, what does that actually… read more.
Economy
Q3 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the… read more.
Q2 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. discusses how the economy has looked so far in 2023 and where… read more.
Stonebridge Economic Forum 2023
With a new year well underway, the U.S. economy, market conditions, and a forecast into what lies ahead remain top… read more.
Stonebridge’s Response to Recent Industry Events
On behalf of Stonebridge Capital Advisors, we would like to share our perspective on the recent issues impacting the U.S…. read more.
Wealth Management
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.
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… read more.
Latest News
2023 Year-End Client Checklist Letter
Prepared by our Client Relations and our Executive Leadership teams, this formal letter serves as a reminder for clients to… 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.
Q3 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the… read more.
2023 Stonebridge Investment Management Forum
Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023,… read more.
ESG Investing: Navigating Your Goals Through a Values-Based Approach
In recent years, the pressure to invest under Environmental, Social and Governance (ESG) standards has been steadily increasing. At its… read more.
Q2 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. discusses how the economy has looked so far in 2023 and where… read more.
Stonebridge Soundbite – The Bond Talk
“Bonds are back!” For several months now, we have been hearing this phrase repeated over and over again… So, what… read more.
Stonebridge Economic Forum 2023
With a new year well underway, the U.S. economy, market conditions, and a forecast into what lies ahead remain top… read more.
Stonebridge Soundbite – To Buy, To Hold, or To Sell?!
When we say that we build customized investment portfolios using individual equities and fixed income securities, what does that actually… read more.