Stepping into the second month of 2024, our Director of Equity and Director of Fixed Income reflect on the new… read more.
News and Education
Stonebridge Economic Outlook – December 28, 2023
What’s in Store for 2024? To conclude this year’s final quarter, Daniel Laufenberg, Ph.D. addresses what the coming year has… 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.
Pershing 2024 eDelivery Update
While 2023 may be winding down, communications regarding various updates to platforms, requirements, and deadlines tend to happen around this… read more.
2023 Year-End Client Checklist Letter
Prepared by our Client Relations and our Executive Leadership teams, this formal letter serves as a reminder for clients to… read more.
Q3 2023 Stonebridge Economic Outlook
In this article, Chief Economist, Daniel Laufenberg, Ph.D. addresses the state of the U.S. economy, as we head into the… read more.
2023 Stonebridge Investment Management Forum
Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023,… read more.
ESG Investing: Navigating Your Goals Through a Values-Based Approach
In recent years, the pressure to invest under Environmental, Social and Governance (ESG) standards has been steadily increasing. At its… read more.