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Stonebridge Soundbites: Is crypto right for my portfolio?

Category: Stonebridge Soundbites

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.

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.

Stonebridge Soundbites: Tax Efficient Planning

When I hear some investment managers talk about tax-sensitive investment management it usually means, they are sensitive to your tax needs and will buy tax-exempt bonds or tax-exempt bond funds, and viola there you go. Often times they go on managing your portfolio with no concern for your overall tax-efficient asset management. So, what does holistic tax-efficient asset management really mean?

 

 

Disclosure: The views expressed here reflect those of the speakers as of 1/14/2021. 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.

Stonebridge Soundbites: Asset Allocation

We often hear the term asset allocation used to define the breakout between fixed income and equity in a portfolio. However, we believe this allocation should cover a much more broad examination of your assets. In this Stonebridge Soundbites audio recording Founders Robert Kincade and Heidi Hukriede, CFA discuss our holistic position on asset allocation.

 

 

Disclosure: The views expressed here reflect those of the speakers as of 11/23/2020. 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.

Stonebridge Soundbites: What’s Driving the Equity Market?

This month we sit down with Stonebridge Portfolio Manager, Michael Dashner, CFA, as he discusses what’s driving the equity markets.

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Disclosure: The views expressed here reflect those of Michael Dashner as of the date noted. 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.

Stonebridge Soundbites: Equity Research Process

We sit down with Senior Analyst Steve Roorda to discuss the Stonebridge equity research process.  Steve goes into detail on bottom-up analytics and discusses our team-based approach. The findings of our analysis help us determine which stocks to buy, hold and sell.

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The views expressed here reflect those of Steve Roorda as of the date noted. 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.

Stonebridge Soundbites: Pitfalls of Protective Strategies

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. This month’s recording features Chief Investment Officer and Portfolio Management, John Schonberg, CFA as he discusses protective strategies.
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