You can’t know where you are going if you don’t appreciate where you’ve been. Part of Stableford’s 2018 strategy planning summit included a look back at our progress and accomplishments of 2017, as well as creating more benefits & ease of experience for our clients in the future.
Is a top down, big picture investment strategy better than choosing specific bottom up investment options? Stableford combines experience and a keen understanding of economic fundamentals to help clients select the best investment options.
If you file a tax return, you will be affected by the Tax Cuts and Jobs Act of 2017. This major tax reform makes changes across the board, from shaking up the seven individual tax brackets to classifying businesses. Those who will likely be affected most are business owners, since many of the 2018 tax updates change business tax preparation.