‘Tis the season for spring…and taxes! Since this is a great time for you to re-evaluate your financial picture, our firm has developed a 2024 Financial Spring Cleaning Guide that provides you with an overview of what you should consider at this time.
2024 Financial Spring Cleaning
Category: Featured
2024 Stonebridge Economic Forum
As we have begun the start of a new year, our Chief Economist, Director of Equity, and Director of Fixed Income, address the state of the U.S. economy and markets thus far in 2024.
Enjoy the insightful, exciting discussion from our featured speakers – Daniel E. Laufenberg, Ph.D., Michael Dashner, CFA, and Jon Lynn, as they share their expertise and perspectives, examine a comparison between the U.S. economy throughout the years, and conclude with an insightful Q&A session from our audience.
March 2024 – Monthly Market Commentary
With the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on March’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
Read Commentary Here
Is Gold A Good Investment?
During times of severe economic and market stress, is gold a good investment and does it make sense in a diversified portfolio?
Key Headlines:
- Gold is a store of value and often considered a hedge against inflation
- As an investment, gold is more volatile than stocks
- Gold’s place in a diversified portfolio
Read Article Here
Pershing 2024 eDelivery Update
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.