January 2020

Tax Planning for the Tax Code Reforms: What You Need to Know

January 30, 2020Posted in Financial Planning, Investment, Investment Strategy, Tax, wealth managementWritten by Mark BaroneLeave a comment

You may have questions about how the changes to the tax code will affect your personal tax return this year. Some of the changes may be beneficial, while others may have some extensive effects on your return. Knowing the changes and how best to maximize your investments will smooth the way into tax planning season. Will the changes in tax code change the way you prepare your personal tax return? Here’s what you need to know as we go into tax planning season.

The SECURE Act: How to Maximize Advantages from Congress’ Change to Retirement Finances

January 22, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Nikki SutcliffeLeave a comment
planning your retirement finances from young man to older couple standing on top of coin stacks - Stableford

The recently-passed Setting Every Community Up for Retirement Enhancement Act may change the way people save, and use, retirement funds. The Act comes with some changes that are worth taking advantage of—and some that are worth being aware of. As this took effect January 1, 2020, be sure to discuss possible impacts to your retirement planning with your tax professional soon.

Stableford Market Commentary: December 2019

January 6, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment
Business logistics shipping, industrial multiple exposure project background Stableford Capital Market Commentary December 2019

The S&P 500 increased 6.4% during December, driven by the US – China preliminary trade deal and continued Fed stealth Quantitative Easing. While some of the details still need to be worked out with China, there seems to be a détente for now. This break allows markets to view the world order through rose colored glasses.

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