Identifying Investment Value in Tax-Efficient Asset Management During this 2025 tax season, it is an opportune time to review your… read more.
News and Education
January 2025 – Monthly Market Commentary
Reflecting on January’s month of trading, our Director of Equity and Director of Fixed Income address market conditions and how… read more.
Income-Efficient Investing
Understanding Long-Term Capital Gains, Qualified Dividends, and Municipal Bonds With the start of the 2025 tax season, now is an… read more.
Stonebridge Economic Outlook – January 6, 2025
Welcoming in the new year, the centerpiece of this Economic Outlook is the path for the U.S. economy as it… read more.
December 2024 – Monthly Market Commentary
Happy New Year! Starting off 2025, our Director of Equity and Director of Fixed Income reflect on December’s month of… read more.
Stonebridge Annual Client Letter
With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter…. read more.
November 2024 – Monthly Market Commentary
Season’s greeting! Heading into the holidays, our Investment Management Team reflects on November’s month of trading, including market conditions and… read more.
Stonebridge Economic Outlook Update
On Tuesday, November 5th, 2024, our nation re-elected President Donald Trump into the White House as the 47th President of the United… read more.