Stonebridge Capital Advisors

April 2025 – Stonebridge Monthly Market Commentary

April 2025 – Stonebridge Monthly Market Commentary

Uncertainty remains as concerns around tariffs and growth continue driving market volatility. Addressing April’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:

  • Shifting Investor Sentiment
  • Underperformance versus Treasuries
  • Valuable Tools of Discipline and Patience

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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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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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February 2025 – Monthly Market Commentary

Staying Focused Amid Uncertainty

Reflecting on February’s market conditions and how it impacts Stonebridge’s investment strategies, our Investment Management Team discusses this quarterly earnings season, interest rates and bond yields, and current market sentiment.

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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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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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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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