Stonebridge Capital Advisors

March 2025 – Stonebridge Monthly Market Commentary

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 how this impacts Stonebridge’s investment strategies, our Director of Equity and Director of Fixed Income discuss what this means for the outlook ahead.

Key Takeaways:

  • Market Pullback – Unsurprising Stock Strategy Shifts
  • The Shine from Fixed Income
  • Turning Volatility into Opportunity

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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 monetary and fiscal policy.

Key Headlines:

  • Trump’s Tariffs – Temporary Turbulence?
  • “Wait and See Mode” – FOMC and Interest Rates
  • Data Integrity – An Argument for Apolitical Data Reporting

 

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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 importance of remaining disciplined while taking advantage of opportunities as they present themselves.

 

Key Takeaways:

  • Policy Uncertainty
  • Impact from AI-Related Stocks
  • Importance of Long-Term Investing

 

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Tax-Loss Harvesting

Identifying Investment Value in Tax-Efficient Asset Management

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.

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