July 2022

How to Leverage Financial and Technology Trends to Improve the Family Office Firm

July 28, 2022Posted in Investment StrategyWritten by Andrew BrinkmanLeave a comment
Financial and Technology Artificial Intelligence

As technology advancements are made at warp speed, it’s easy to get overwhelmed by new software or tools. In this article, learn how to identify the financial and technology tools that will help advance your family office’s strategy. While technology tools can aid in more informed investment decision-making, often they are behind the scenes to improve operational efficiencies for a more seamless and transparent client experience. 

Stableford Market Commentary: June 2022

July 11, 2022Posted in Asset Management, Financial information, Investment Strategy, Market Commentary, The MarketWritten by Justin ThomasLeave a comment
Stableford Capital Market Commentary with Female economist

Continued Fed Hawkishness Drives Equities Lower and Rates Higher. In the face of rising inflation, the Fed turned increasingly hawkish, which pushed 10 Year US Treasury rates up seventeen basis points to 3.02% in June. While this was much lower than the 3.48% achieved in mid-month, the fear of continuing higher rates was enough to push equities down 8.8% in June. The June Market Commentary will walk you through the ups and downs and try to help explain what is going on.

Stableford