Stonebridge Capital Advisors

January 2025 – Monthly Market Commentary

January 2025 – Monthly Market Commentary

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.

Key Takeaways:
  • DeepSeek: A Game Changer in AI?
  • Tariffs: Uncertainty Returns
  • Opportunity in Elevated Rates

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Income-Efficient Investing

Understanding Long-Term Capital Gains, Qualified Dividends, and Municipal Bonds

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.

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Stonebridge Economic Outlook – January 6, 2025

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.

Key Headlines:

  • Trump Policy Assumptions
  • The Yield Curve and Recessions
  • Implications for Interest Rates

Addressing this, our Stonebridge Chief Economist – Daniel E. Laufenberg, Ph.D. – forecasts what lies ahead for monetary and fiscal policy.

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December 2024 – Monthly Market Commentary

Happy New Year! Starting off 2025, our Director of Equity and Director of Fixed Income reflect on December’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.

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