Stonebrook Private

04/25/2025

Stonebrook Private's very own Spencer Knickerbocker joins Gregg Greenberg and InvestmentNews as they polled financial advisors for their thoughts on the recent weakness in the US Dollar.

Here at Stonebrook Private, we have taken the recent rally in International Developed Stocks and weakness in the dollar as an opportunity to add to our domestic overweight.

https://www.investmentnews.com/mutual-funds/financial-advisors-face-dollar-dilemma-as-greenback-weakens/259810

Disclaimers: https://stonebrookprivate.com/disclosures/

The US dollar has been weakening since the start of the year and that's impacting the investing decisions of wealth managers and their clients' spending choices.

10/04/2024

It's been an exciting few weeks here at Stonebrook Private!

In late August, our firm was highlighted as the second fastest growing RIA in the State of Michigan by Citywire RIA. A few days later, we officially crossed the $750mm mark for total assets managed and advised upon on behalf of our clients.

While recognition and milestones are always celebrated, we don't view them as a goal - but rather a byproduct of doing great work for the individuals and families we serve. Acting as fee-only fiduciaries for our client's hard-earned wealth, we take great pride sitting alongside them each day, providing guidance through some of life's toughest decisions.

With Year 1 for Stonebrook Private in the books, our focus is on Year 2 and well beyond!

Learn more at: www.stonebrookprivate.com