News & Blog
Get News and Information from Your Financial Advisors in Pennsylvania
Stonebridge Financial Group keeps our clients informed with information about the latest economic
developments, regulatory changes and market overviews. Our clients want to know how the things
happening around them can impact the foundations we’re building for the future.
When you read about a new stimulus package or development in the market, you want to find out
more. You want to know how it could impact you. You want to know what it means for your financial
We provide updates on need-to-know news and explain the practical effects of the daily headlines. Our
team takes turns writing our blog entries, and each one is crafted as though we were having a
conversation with you.
Do you have questions about tax implications for retirement or what you should consider during the
current investing environment? We address common concerns we hear from our clients. You can share
our blogs on social media or send them to a friend to help them stay informed, as well.
Spotlighting Our Central PA Community Partners
Our wealth management advisory maintains strong ties to the community. This involvement keeps us
connected to those we serve and furthers our mission of building a better future. We enjoy spotlighting
some of the many causes we feel passionately about through our Community Partners posts.
We tell you more about an organization doing good things in Harrisburg, Lancaster or beyond, and we
explain how you can support and get involved in the cause yourself. We are grateful for our partners
and all they bring to our region.
Updates on Our Central PA Wealth Management Firm
We also share occasional messages and updates from our team, including our annual holiday letter and
press releases. Our team loves providing resources you can return to again and gain.
If you want to stay in the know, look to Stonebridge for the information you need about retiring early,
achieving financial independence and more.
Lessons on Yield: Managing a Balanced Portfolio While Navigating a Challenging Investment Environment
By Jonathan Freeman, CFP®, CFA, CIMA® The past few years…
Secure Act 2.0 May Be Coming Soon: What You Need To Know
By Lacy Whalen The Secure Act 2.0 was introduced Oct.…
Stonebridge Featured on Outside The Box Podcast
You’ve seen the headlines about the soaring stock market, and…
Is It Over Yet?
By Todd Bogda If you had been so lucky as…
2020 – A Year in Review
Happy holidays, everyone. Amidst the craziness of 2020, we are…
7 Critical Items to Consider for Year-End Financial Planning
By Brad Sanders, CFP®, CRPC® Mike Tyson famously said, “Everyone…
Our Community Partners Profile: Special Operations Warrior Foundation
By Brian McCarver, CFP®, CIMA® When our nation first celebrated…
What Do You Get for Your Advisory Fee? The Evolution of Financial Advisors
By Jonathan Freeman, CFP®, CFA, CIMA® Everyone loves to watch…
Jeffrey Kline, CRPS®, AIF®, Named to 2020 Financial Times 401 Top Retirement Advisers
Stonebridge Financial Group is pleased to announce that Jeffrey Kline,…
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