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Stonebridge Soundbites: Managing Client Restrictions in a Portfolio

Category: Investment Management

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.

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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.

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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.

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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.

July Market Commentary

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

 

Full Article Here

Stonebridge Soundbites: Is crypto right for my portfolio?

Crypto, crypto, crypto, it’s a fast-moving train! Is it right for everyone? Michael and Ryan dive into cryptocurrency, discussing its volatility, allocation, and position as an asset. It may or may not be for everyone, so before you jump on the train, listen in, and learn how to determine if crypto is right for you.

 

 

Disclosure: The views expressed here reflect those of the speakers as of 6/30/2021. 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.

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