Knowledge Center

StonebridgeFOCUS | Your House Isn't An Investment

Despite the state of the real estate market, I still maintain that your home isn't an investment. Notice I didn't say real estate, but your home. Hear me out.

StonebridgeFOCUS | The American Spendthrift Part II

In order to satisfy the reparation payments, Germany started the mass printing of money, which started a period of hyperinflation.

StonebridgeFOCUS | The American Spendthrift Part I

It's all in good fun, but a helpful reminder that sometimes, we aren't all playing the same game.

Bitcoin Primer | Candy Crush or Millennial Gold?

Tesla announced in early February that it had invested $1.5 billion in bitcoin for "more flexibility to further diversify and maximize returns on our cash", according to their SEC filings.

StonebridgeFOCUS | What Houdini Can Teach Us About Risk

While performing in Boston, Houdini was challenged to escape from the belly of a whale by local businessmen.

StonebridgeMARKETS | A Surprisingly Lofty End to the Decade

"As widely expected … the Federal Open Market Committee (FOMC) voted unanimously to increase its federal funds rate target by 25 bps, bringing it to 2.25%–2.50%.

StonebridgeFOCUS - Funding SECURE(d)

Attached to the bill itself, is a piece of bipartisan legislation called the Setting Every Community Up for Retirement Enhancement, or SECURE, act.

StonebridgeFOCUS - Animal Dispirits: From Aging Bull to Market Mule?

Recently, SEI Private Trust Company released their Economic Outlook for the third quarter entitled, "Animal Dispirits: From Aging Bull to Market Mule?" which we thought would be of interest.

StonebridgeFOCUS - Hawks, Doves, and Greater Fools

Recently, SEI Private Trust released a Research Commentary entitled, "Hawks, Doves and Greater Fools," which we thought would be of interest. A summary of the conclusions is provided below:

StonebridgeFOCUS – Why Investment Taxes Are Such a Drag

It's funny, because it's something we adopted and have been doing for our clients since 2002, but we still get this question a lot.

StonebridgeFOCUS – Trade Talks Trip on Tariffs

Second-quarter earnings for companies in the S&P 500 Index appeared on track for the second consecutive quarter of year-over-year declines, which hasn't happened since early 2016.

StonebridgeFOCUS - Still Climbing that Big, Beautiful Wall of Worry

Recently, SEI Private Trust released its second-quarter Economic Outlook which we thought would be of interest. A summary of the conclusions is provided below: