On April 2nd, declared as “Liberation Day” for U.S. trade policy, President Trump announced the highly anticipated new tariff plan…. read more.
News and Education
March 2025 – Stonebridge Monthly Market Commentary
Looking Ahead In times of market uncertainty, we are reminded to stay disciplined through volatility. Addressing March’s market conditions and… read more.
Economic Outlook – March 27, 2025
Navigating the next chapter of the U.S. economy, our Chief Economist, Daniel E. Laufenberg, Ph.D., forecasts what lies ahead for… read more.
Stonebridge Market Update – March 13, 2025
Navigating Recent Volatility Reflecting on the current market conditions, our Director of Equity discusses navigating the recent volatility and the… read more.
February 2025 – Monthly Market Commentary
Staying Focused Amid Uncertainty Reflecting on February’s market conditions and how it impacts Stonebridge’s investment strategies, our Investment Management Team… read more.
Tax-Loss Harvesting
Identifying Investment Value in Tax-Efficient Asset Management During this 2025 tax season, it is an opportune time to review your… read more.
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.