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Stonecrest Annual Training

Stonecrest Annual Training

As Stonecrest marks our 40th year in business, we’re doing a little extra thinking about what makes us successful. One thing that is high on that list is investing in our employees. This month, we held our annual employee training program. Employees came from around...

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Quarterly SIF-II Investor Update, Q2 2026

Quarterly SIF-II Investor Update, Q2 2026

Evolution of the Defensive AllocationFor decades, the traditional 60/40 portfolio served as the foundation of investment management. Equities provided long-term growth, while bonds delivered income, stability, and diversification. While those objectives remain...

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Getting it Done at Second Harvest

Getting it Done at Second Harvest

At the heart of our organization is a deep commitment to giving back to society—not just in words, but in action. Yesterday, our team proudly partnered with Second Harvest of Silicon Valley to help sort and pack food for local families facing hunger.It was more than...

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Quarterly SIF-II Investor Update, Q1 2026

Quarterly SIF-II Investor Update, Q1 2026

Market Update: Resilient with RisksCurrent market conditions reflect a resilient but increasingly complex macro environment. Economic data has generally held up better than expected, with steady consumer spending, a stable labor market, and continued corporate...

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On a Roll at Campo Di Bocce

On a Roll at Campo Di Bocce

On February 19th, the Stonecrest team traded the office for the bocce courts at Campo di Bocce for a night of friendly competition and great company. Whether seasoned players or first-timers, everyone brought their competitive spirit — and plenty of laughs — to the...

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Quarterly SIF-II Investor Update, Q4 2025

Quarterly SIF-II Investor Update, Q4 2025

Q4 2025 Market Update Financial markets closed 2025 on a constructive note despite ongoing economic uncertainty, elevated interest rates, and periodic volatility. Equity markets remained resilient throughout the year, advancing...

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