Stonebridge Soundbites is a new audio educational series produced by Stonebridge Capital Advisors. Each recording features one of our experts and is designed to be a short conversation on a very specific investment or wealth topic.
“Bonds are back!” For several months now, we have been hearing this phrase repeated over and over again… So, what does it mean? For this episode of Stonebridge Soundbites, Director of Fixed Income – Jon Lynn – addresses the fixed income market.
Topics Discussed in this Recording:
And more!
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:
And more!
For this episode of Stonebridge Soundbites, Chief Operating Officer and Portfolio Manager – Heidi Hukriede, CFA – and Client Relations Specialist – Rachel Nault – address how to best structure beneficiaries across accounts and which distribution strategies to implement.
Topics Discussed in this Recording:
And more!
In times of challenging markets, what questions should you be asking your advisor? In this episode of Stonebridge Soundbites, you’ll hear the insight and expert advice from our Chief Investment Officer, John Schonberg, CFA.
Topics Discussed in this Recording:
And more!
How was Stonebridge founded? What was the philosophy behind it? Over the last 25 years, how have we shaped and adapted our communication to our clients?
“Each time we learn more about the markets, we learn more about clients and ourselves.”
In this episode, you will hear from one of the firm’s founders and today’s COO – Heidi Hukriede – as she tells the story of Stonebridge Capital Advisors.
Phishing scams impact hundreds of thousands of people each year. It is one of the largest threats to personal and financial information. In this episode, Attorney Sophia Grotkin of Randen, Chakirov & Grotken LLC, will discuss the impact of phishing scams, how they work, how to avoid them, and what to do if you have been scammed.
Key questions covered in this recording:
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?
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.
