Real Talk. Real Insights.
Issues that impact your wealth and a deep analysis of financial markets, without the jargon.
Information is Power
Our newsletter, blog and video podcast are designed to help you better understand trends in markets and wealth management.
IronBridge Insights
Our market analysis discusses the reality of the current market environment, identifies key drivers to watch, and provides a sense of how your portfolio is positioned. All while trying to avoid over-generalized investment jargon.
Strategic Wealth Blog
Our blog posts are short articles focused on ways to help grow your wealth. Topics include investment strategies, legislative updates, private investments, and financial planning considerations.
Strategic Growth Video Podcast
Our podcasts focus on ways you can be more intentional in growing your wealth, your business and your life.
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IronBridge Insights
Selloff Over or Just Getting Started?
The S&P 500 officially fell 20% from it’s highs this morning. But last Thursday morning, it was down only 7% from its highs. Then Trump unleashed his tariff “plan”. Stocks…
Correction Nearing an End?
Volatility over the past month was fast, but positive signs suggest the recent correction may be over.
Rate Cuts at New Highs
The Federal Reserve cut its target interest rate by 0.50% on Wednesday, with stock markets at or near all-time-highs. What does that signal for the economy and markets?
Can Market Strength Continue?
Will the exceptionally strong markets over the past four months finally come to an end? Or should we expect higher prices ahead?
Strategic Wealth Blog
Retiring in a Volatile Market: Control What You Can
How can market volatility impact your retirement plans? Learn tactics to optimize your strategy no matter what stage you are in on your retirement journey.
Continue Reading… Retiring in a Volatile Market: Control What You Can
Women and Money: An Evolved Approach
As a woman investor, it is important to partner with a financial advisor who understands your unique needs and perspectives.
Mistakes are Expensive: Financial Planning for Gen X and Gen Y
Financial planning has evolved beyond investing assets. The old model limited comprehensive planning to a wealthy few with high levels of manageable assets. For many people, their first engagement with…
Continue Reading… Mistakes are Expensive: Financial Planning for Gen X and Gen Y
Estate Planning for Small Business Owners
Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed.…
Strategic Growth Videos
2024 Outlook
Following a strong year in 2023, financial markets enter 2024 with strong momentum. Will this momentum continue? Or will one of the risks push the market off it’s high wire?
Market Video: Orderly Correction & Commercial Real Estate Risks
In this Market Insights video, we discuss the current state of the market and delve into the stress that is starting to show in the commercial real estate sector.
Continue Reading… Market Video: Orderly Correction & Commercial Real Estate Risks
2023 Mid-Year Outlook Webinar
View the recording of our 2023 Mid-Year Outlook webinar. https://youtu.be/AVxAjMd3rc8 Here are the topics we discussed and the time in the recording it happens so you can fast-forward to topics…
Market Volatility Webinar: When the Levee Breaks
Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.
Continue Reading… Market Volatility Webinar: When the Levee Breaks