With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter. We hope you enjoy hearing about our year at Stonebridge and our outlook for 2024. As always, please do not hesitate to call or email us with any questions.
Here’s to another wonderful year, filled with good tidings and great cheer!
While 2023 may be winding down, communications regarding various updates to platforms, requirements, and deadlines tend to happen around this time. To best serve you, Stonebridge wishes to communicate these changes.
Below you will find our Stonebridge letter addressing the BNY Mellon | Pershing recent custodial updates to its Pending Enrollment process and new fee changes, effective in January 2024. For any of our clients with assets custodied at Pershing, you will receive emails throughout December informing you of these recent custodial changes.
Prepared by our Client Relations and our Executive Leadership teams, this formal letter serves as a reminder for clients to review their financial planning and provides them with the necessary custodian deadlines for QCDs and RMDs; it also highlights general recommendations and reminders regarding estate planning, retirement planning, and tax-free gifting for 2023.
2022 was a year especially near and dear to our hearts, for it marked our 25th anniversary! In celebration of this incredible milestone, we filmed a short video of our firm’s founders – Robert Kincade, Heidi Hukriede, and Dennis Hippen – taking us through the years of Stonebridge.
With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter. Personally written by our Executive Team, we discuss our key milestones and exceptional growth – both as a team and as a firm.
2022 was especially near and dear to our hearts, for it marked our 25th anniversary! We hope you enjoy hearing about our year at Stonebridge and our outlook for 2023. As always, please do not hesitate to call or email us with any questions.
Here’s to another wonderful year, filled with good tidings and great cheer!
