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Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

April 25, 2024

12:00p - 1:00p

Zoom meeting https://us02web.zoom.us/j/82555375221?pwd=WiswRnJOdEFhVVJzSnhXdy9BM3gwQT09

The Politics of Investing

Do politics drive markets or do markets drive politics? The correct answer is "yes", markets and politics influence each other. Brad Pinault of Fidelity's Capital Markets Strategy team will join Stone Bridge and friends for a lively discussion of markets and politics and the year ahead.

November 17, 2022

11:00a - 12:00p

Zoom meeting https://us02web.zoom.us/j/89386326631?pwd=eFlzZHZQRkFxUGl1TWNGT3JnbnY3UT09

The 2022 Midterm Elections: What They Mean for the Economy & the Markets

With the economy and markets battered by a host of issues since the beginning of the year, how are we to assess the outcome of the 2022 midterm elections? We will address this issue with Joe Dwyer of Lord Abbett as our guest speaker, who shares with us the views of his firm.

August 30, 2022

12:00p - 1:00p

Zoom Meeting https://us02web.zoom.us/j/85210346328?pwd=ay8wN3R5ZGxsQkdSTFpJS0tpUkVrZz09

Economic and Market Outlook with Stone Bridge and Fidelity Investments

Join us for a discussion of the outlook for the economy and markets.

December 6, 2021

10:00a - 11:00a

Zoom Meeting https://us02web.zoom.us/j/87188547469?pwd=VE4xdWpYY3FlWmV6WTF5RFk0a29hQT09

Disruption and Secular Trends

Disruptive technologies became wildly popular among investors following the appearance of Covid-19 and the resulting changes in societal behavior over a year ago.  As markets and societies have begun adjusting to the idea of a post-Covid world, the question of which disruptive trends are here to stay is one worth asking.  Bryan Sajjadi of Fidelity Investments will help us address that question, giving us Fidelity's view of which trends are secular in nature, at our next virtual event on Monday, December 6th at 10am.

October 25, 2021

11:00a - 12:00p

Zoom meeting https://us02web.zoom.us/j/83786174918?pwd=MTZBdk5WdGFQVGRCVWRvQ0NTT0JZZz09

March 2, 2021

11:00a - 12:00p

Zoom Meeting

What do retirement accounts, HSAs, and wealth transfer strategies have in common? The SECURE Act!

Learn how Health Savings Accounts (HSAs) may form an important part of your retirement plan, what to watch out for when using retirement plans as a part of your wealth transfer plan, and how the SECURE Act impacts IRAs, retirement plans, and expands retirement plan options from Brian Dobbis, a specialist in IRAs and retirement plans, Director of Retirement Solutions at Lord Abbett, and a frequent and engaging speaker at wealth management conferences throughout the United States.

November 10, 2020

2:00p - 3:00p

Zoom Meeting https://us02web.zoom.us/j/87001860916?pwd=Uk81TkRKckk4ZHlHaFVraGtid0ZzZz09

Market and Economic Implications of the Elections

Join us for a discussion of how the November 2020 elections may impact the economy and markets.

September 16, 2020

12:00p - 1:00p

Zoom Meeting: https://us02web.zoom.us/j/89630662138?pwd=elRYRWxRbzg2VUZBSDBjQkxvM0NKQT09

Buy! Sell! Hold! Decision Making and Human Psychology.

We are all remarkably complex and "awesomely weird.” Our personalities "have their way" with us,  Our motivations "make our decisions”. These traits shape our definition of wealth and Provide insights into how we view investing and Pursue our purpose. 

July 1, 2020

12:00p - 1:00p

Zoom Meeting: https://us02web.zoom.us/j/84217094773?pwd=OElIV2lHdWpRQ0h5VUNBaUJYOTlOUT09

Potential Investment Opportunities in the Market Today

Bryan Sajjadi provides insights from Fidelity Investments on opportunities in today's markets.

May 28, 2020

1:00p - 2:00p

The comfort of your own office or home

Covid 19 - The Virus, Its Impact and Beyond

COVID-19 What is it? How did it become a pandemic? What are the implications for the economy, the markets & our lifestyles? Jennifer Nichols, a member of the Janus Henderson investment team, will help us better understand the issues behind recent events as well as investment insights from her portfolio management colleagues at Janus Henderson.  Her bullet points and charts will help us understand how we got here and what the implications are for the economy, markets, and our lifestyles.

February 20, 2020

4:30p - 6:00p

The Feed Table & Tavern

SECURE Act & Wealth Transfer Strategies

Learn how the SECURE Act impacts IRAs and retirement plans, expands retirement plan options, and impacts wealth transfer strategies that involve retirement accounts from Brian Dobbis, a specialist in IRAs and retirement plans, Director of Retirement Solutions at Lord Abbett, and a frequent guest speaker at wealth management conferences throughout the United States.

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