Investment Options: What is the Trifecta of Portfolio Construction?

Investment-Options-and-Stableford-Capital-Portfolio-Construction_Top-Down-Abstract

Is a top down, big picture investment strategy better than choosing specific bottom up investment options? Stableford Capital combines experience, a keen understanding of economic fundamentals and a fiduciary’s responsibility to put clients first to advise them to select the best investment options for their goals.

Who Benefits from 2018 Tax Updates?

2018 Tax Updates

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. Small business owners, including S corps and LLCs will be breathing a sigh of relief, while pass through organizations like consultants may be a less happy.

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