Stonebridge Capital Advisors

A Holistic View of Asset Allocation

A Holistic View of Asset Allocation

During periods of market volatility, in election years, and at times of inflation and recession, many investors may raise questions regarding the prospective risks of investing. Specifically, how is their investment portfolio optimally structured to help meet their investment objectives and achieve their financial goals?

Key Headlines:

  • Redefining “60-40”
  • Understanding the importance of asset allocation
  • Implementing a holistic approach to investing

 

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April 2024 – Monthly Market Commentary

As we approach the halfway mark of the year’s first quarter earnings season, our Director of Equity and Director of Fixed Income reflect on April’s month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.

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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

 

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