During this 2025 tax season, it is an opportune time to review your investment strategy to ensure it aligns with your tax goals.
In this Stonebridge article, we address tax-loss harvesting and our approach to professionally managing portfolios utilizing tax-efficient income strategies.
Reflecting on January’s month of trading, our Director of Equity and Director of Fixed Income address market conditions and how this impacts Stonebridge’s investment strategies.
With the start of the 2025 tax season, now is an opportune time to review your investment strategy to ensure it aligns with your tax goals.
In this Stonebridge article, we address long-term capital gains, qualified dividends, and municipal bonds, and how individual holdings and professionally managed portfolios can enhance tax-efficient income strategies.
Welcoming in the new year, the centerpiece of this Economic Outlook is the path for the U.S. economy as it faces the incoming new government administration, along with other various factors influencing its growth in 2025.
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Addressing this, our Stonebridge Chief Economist – Daniel E. Laufenberg, Ph.D. – forecasts what lies ahead for monetary and fiscal policy.
