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IronBridge Private Wealth

Forward with Confidence

IronBridge Insights

It’s All Phil’s Fault & How to Invest Late in a Cycle

In this issue we discuss 6 Ways to Invest late in a market cycle, explore the past week’s volatility in more detail, and offer two explanations of why the markets fell so far so fast. [maxbutton id=”5″ url=”https://ironbridge360.com/wp-content/uploads/2018/02/IronBridge-Insights-2018-02-09-1.pdf” text=”View PDF” ] In This Issue: MARKET RECAP: It’s All Phil’s Fault Correlation is not causation. Just […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

What Will be the Effects of the Tax Cut?

What will be the real effects of the new tax legislation? In this issue we discuss what companies may do with the extra funds from the tax cut, look at the announcements made thus far, and take another look at the hot stock market. [maxbutton id=”5″ url=”https://ironbridge360.com/wp-content/uploads/2018/01/IronBridge-Insights-2018-01-26.pdf” text=”View PDF” ] In This Issue: PORTFOLIO Insights: […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

The Slumber Issue: Investors Asleep at the Wheel, and Don’t Wake Up Rip Van Winkle

We’re not sure if it’s the cold weather, the post-holiday blues, or just too much Federal Reserve eggnog, but the markets are as calm now as at any point in history. In this “Slumber Issue”, we wonder if investors are falling asleep at the wheel, do our best not to wake up Rip Van Winkle, […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

2018 Outlook

It’s that time of year again…the talking heads and ivory tower financial geniuses all disguise their wild guesses as well thought out analysis as to where markets will be at the end of next year. Without question, there is value in thinking deeply about where markets may be headed. However, we believe that an effective […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Bitcoin, the Shoeshine Boy, and our Three Pillars of Investing

We discuss the basics of Bitcoin, examine its exuberance, review our three pillars of investing, and look at whether crypto currencies are affecting other areas of the markets. [maxbutton id=”5″ url=”https://ironbridge360.com/wp-content/uploads/2017/12/IronBridge-Insights-2017-12-01.pdf” text=”View PDF” ] Insights Overview MACRO Insights: What is Bitcoin? The big story over the past few months is the meteoric rise of Bitcoin. […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Investor Sentiment and the Flaws in Modern Portfolio Theory

We explore Investor Sentiment, look at optimism in late stage bull markets, and discuss the three major flaws of modern portfolio theory. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/11/IronBridge-Insights-2017-11-10.pdf” text=”Read the PDF” ] Insights Overview Portfolio Insights: The Three Flaws of Modern Portfolio Theory Modern Portfolio Theory is one of the most widely used principles in investing and finance […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

What Does a Market Top Look Like?

We discuss what to look for when a stock market tops, look at the topping processes in 1987, 2000 and 2007, and reveal five ways to avoid the emotional market cycle. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/10/IronBridge-Insights-2017-10-27.pdf” text=”Read a PDF of the Report” ] Insights Overview Portfolio Insights: 5 Ways to Avoid the Emotional Market Cycle Markets are […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Cognitive Biases, Earnings Season, and one Very Over-Valued Market

We explore how cognitive biases like Anchoring and Confirmation bias affect predictions, discuss whether earnings are driving the market, and look at valuation levels that are near historical extremes. [maxbutton id=”1″ url=”https://ironbridge360.com/wp-content/uploads/2017/10/IronBridge-Insights-2017-10-13.pdf” text=”Read the Full Report” ] Insights Overview Macro Insights: It’s Earnings Season:  When it comes to earnings, a lot of games can be played. […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023