This month’s commentary features David A. Eckenrode, Director of Equity Management, and Jon F. Lynn, Senior Analyst & Portfolio Manager,… read more.
February Stonebridge Market Commentary
Author: Patrick Kincade
Annual President’s Letter
Each year President & Portfolio Manager Robert Kincade writes this letter updating our clients, partners, friends and family on the… read more.
January Stonebridge Market Commentary
This month’s commentary features David A. Eckenrode, Director of Equity Management, and Jon F. Lynn, Senior Analyst & Portfolio Manager,… read more.
Stonebridge Soundbites: Tax Efficient Planning
When I hear some investment managers talk about tax-sensitive investment management it usually means, they are sensitive to your tax… read more.
2020-12-9 Stonebridge Economic Outlook
Dr. Laufenberg provides his perspective on how the economy has managed through the challenges of 2020 while also providing his… read more.
Stonebridge Soundbites: Asset Allocation
We often hear the term asset allocation used to define the breakout between fixed income and equity in a portfolio…. read more.
2020 Asset Protection Strategies
In the second episode of our Wealth Planning Series our partner, Vice President of Aon Private Risk Management Mark Brown… read more.