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Stonebridge Soundbite – To Buy, To Hold, or To Sell?!

Category: Investment Management

Stonebridge Soundbite – To Buy, To Hold, or To Sell?!

When we say that we build customized investment portfolios using individual equities and fixed income securities, what does that actually look like…?

For this episode of Stonebridge Soundbites, Director of Equity and Portfolio Manager – Michael Dashner, CFA – and Portfolio Manager and Research Analyst – Ryan Medhaug, CFA – dive into the stock selection process at Stonebridge.

Topics Discussed in this Recording:

  • What does it mean to be long-term investors?
  • Why do we select a company through a top-down, bottom-up fundamental analysis?
  • How do we arrive at the final decision to buy a stock?

And more!

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Table of Experts: Women in Finance

The Minneapolis/St. Paul Business Journal held a panel discussion recently on women in finance. Our very own Heidi Hukriede, CFA joined the panel and provided her outlook on the industry and discussed her experiences as a leader in finance.

Read Article Here

Stonebridge Soundbites: Financial Spring Cleaning

This month we are providing our previous recording where Heidi and Allyse discussed important financial, wealth, and estate planning documents that clients should review or update during the spring season. This recording was originally produced back in April last year and we feel the information is still valuable.

We have also included a checklist for you to use when reviewing these documents.

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Checklist Here

Stonebridge Soundbites- A Dive into Volatility

For this episode of Stonebridge Soundbites, I chat with Portfolio Manager Michael Dashner, CFA about market volatility.

Questions Answered in this Recording:

– What defines market volatility?

– Examples of years past where we have seen true market volatility?

– Have there been times when markets have been labeled volatile when they really aren’t?

– How do you assess and manage portfolios during periods of volatility?

– What do you say to your client during times of market volatility?

 

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Market Update- Market Correction

President & Portfolio Manager Robert Kincade reviews the current conditions of the equity and fixed income markets. He also discusses the current market correction and the factors impacting it.

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Interest Rates, An Investment Managers Perspective

For this episode of Stonebridge Soundbites, I chat with Portfolio Manager Brad Stone, CFA who works out of our office in Denver, CO. Brad dives into interest rates and gives his perspective as a long-standing investment manager.

Questions Answered in this Recording:

– What is the basic framework of interest rates?

– What drives The Fed to make interest rate decisions?

– In your experience, how have you seen interest rates impact the markets?

– As an investment manager, how do you analyze interest rate movements, and how does that impact your management of portfolios?

 

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November Market Commentary

This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the November equity and fixed income markets.

Full Article Here

October Market Commentary

This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the October equity and fixed income markets.

Full Article Here

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