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.
Market Update- Market Correction
Category: Investment Management
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.
Stonebridge Soundbites: Managing Client Restrictions in a Portfolio
I don’t want tobacco or alcohol in my portfolio.” This is a statement one client requested recently which brought to mind a good topic for a soundbite, managing client restrictions. In this episode, President & Portfolio Manager Robert Kincade discusses how we work with a client to understand their restrictions and apply it to an investment portfolio.
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Disclosure: The views expressed here reflect those of the speakers as of 10/18/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.
September Market Commentary
This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the September equity and fixed income markets.
August Market Commentary
This month’s commentary features Portfolio Manager, David Eckenrode, and Director of Fixed Income, Jon Lynn, giving their reviews of the August equity and fixed income markets.
Stonebridge Soundbites: The Importance of an Investment Policy Statement
An Investment Policy Statement (IPS) may seem like a daunting document but in reality, it can be a manageable tool for understanding the purpose and goals of your financial accounts. An IPS is advantageous for any client; whether you are an individual, family, nonprofit, or corporation. In this episode, Heidi and Patrick break down what an IPS is and how it can be established.
Disclosure: The views expressed here reflect those of the speakers as of 8/20/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.