Real Talk. Real Insights.
Information about what is really driving markets, without the jargon.
Information is Power
Our newsletter, blog and 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 Podcast
Our podcasts focus on ways you can be more intentional in growing your wealth, your business and your life.
Sign up for our Newsletters
Search our Reports
Recent Reports
Tax & Estate Strategies for Married LGBTQ+ Couples
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember.…
Continue Reading… Tax & Estate Strategies for Married LGBTQ+ Couples
Gas Prices Signal both Post-COVID norm and Inflation
Gas prices hit a seven-year high over Memorial Day weekend. This signals both a post-COVID return to normal as well as building inflationary pressures.
Continue Reading… Gas Prices Signal both Post-COVID norm and Inflation
Why We Believe in Active Management
Creating an effective, all-weather portfolio cannot be achieved with passive investing or broadly diversified portfolio. Only active management can address all stages of the market cycle.
The Coming Inflation Waves
We shouldn’t expect inflation to immediately get out of control. Instead, it should come at us in waves.
Make Your Kids Money-Smart
Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.
Baseball’s $300+ Million Players
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball…
Higher Taxes Likely on the Way
Changing legislation is an unavoidable part of investing. We’re still only a few months into the Biden administration, but there are already multiple major legislative agendas being presented by the president Biden that could affect many investors. One aspect of…
The Icarus Market
The myth of Icarus warned of the dangers of over-confidence. If we compared the markets to the flight of Icarus, how close are we to the sun? Close enough to melt our wings? “Well, I think we tried very hard…
Ain’t it Funny how Falling Feels like Flying
The GameStop saga represents an investment fervor that has gripped the media and markets over the past few weeks. What really happened, and what are the takeaways from yet another strange environment we find ourselves in? “Ain’t it funny how…
Continue Reading… Ain’t it Funny how Falling Feels like Flying
Twin Risks: Valuations and the Fed
As we enter 2021, we turn our focus to things that could change the current bullish environment. Two main risks may emerge as the market continues its push higher: Valuations and the Fed. “Life is a cycle, always in motion,…
New Highs are Bullish
November was one of the strongest months in market history. Various markets across the globe are pushing to new all-time highs. When conditions are bullish, we should expect bullish outcomes. In this month’s report, we look at an important investing…
Gridlock is Good?
Markets across the globe surged today, despite election uncertainty. Just like in 2016, predictions about what would happen in the 2020 Presidential election were flat out wrong, as were market predictions for a market crash. It appears that gridlock, the…
Elections and Overconfidence
With less than a month to the election, we look at the dangers of overconfidence, analyze sector performance under tremendously different legislative environments, and discuss whether you should reduce risk prior to November 3rd. “It ain’t what you don’t know…
Does GDP Matter to Stocks?
Sometimes what should make sense simply doesn’t. This is especially true this year. We just witnessed the worst quarterly economic data in history, yet markets have now officially made up all of their losses from the COVID crash. This begs…
COVID vs. The Fed
Something we at IronBridge have been discussing over the past month has been an expectation that COVID cases would rise following Memorial Day and the opening up of the economy and society. This is now happening. In financial markets, increased…
Dispersion
A theme has developed over the past month that likely has a great deal of importance to investing over the next few years. It is called “dispersion.” We have seen financial markets disconnect from the real economy, and assets within…
Making Sense of the CARES Act
The CARES Act provides an estimated $2 trillion in fiscal stimulus to combat the economic impact of COVID-19 and provides the healthcare industry the financial support, equipment and protection it needs to help combat the virus. “The purpose of government…
Expectations vs Reality
In our previous report, we discussed how earnings for the next two quarters are likely to be some of the worst numbers in history. Does that mean markets will fall in response? Not necessarily. For it’s not the actual economic…
Dare We Look at Earnings?
NOTE TO CLIENTS All of us at IronBridge are working from home over the coming weeks during Austin’s shelter-in-place order. Fortunately, we have had remote work capabilities for years. We will continue to serve your needs in an uninterrupted manner…