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.
Table of Experts: Women in Finance
Category: Investment Management
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.
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.