This month’s commentary features David A. Eckenrode, Director of Equity Management, and Jon F. Lynn, Senior Analyst & Portfolio Manager,… read more.
News and Education
2021-3-17 Stonebridge Economic Outlook
Dr. Laufenberg provides his revisions to previous forecasts and his projections going forward. In this article, he discusses consumer spending,… read more.
February Stonebridge Market Commentary
This month’s commentary features David A. Eckenrode, Director of Equity Management, and Jon F. Lynn, Senior Analyst & Portfolio Manager,… read more.
Annual President’s Letter
Each year President & Portfolio Manager Robert Kincade writes this letter updating our clients, partners, friends and family on the… read more.
January Stonebridge Market Commentary
This month’s commentary features David A. Eckenrode, Director of Equity Management, and Jon F. Lynn, Senior Analyst & Portfolio Manager,… read more.
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… read more.
2020-12-9 Stonebridge Economic Outlook
Dr. Laufenberg provides his perspective on how the economy has managed through the challenges of 2020 while also providing his… read more.
Stonebridge Soundbites: Asset Allocation
We often hear the term asset allocation used to define the breakout between fixed income and equity in a portfolio…. read more.