Stableford Capital Insights

After a volatile August, the S&P 500 increased 1.3% during September as fears of the global slowdown began to dissipate. The respite may be short lived however, as early October ISM surveys indicate a contraction in the manufacturing side of the economy. The key question from here is whether the contraction will spread from the relatively small manufacturing component (approximately 10%) to the much larger services side of the US economy.

While it’s clear that technology advancements have many benefits, there are also downsides and times when human interaction should take precedence. Building a solid human-machine relationship is critical to reaping the best benefits of business artificial intelligence while keeping a personal touch. We’ll cover three things that make AI an easier prospect.

Wealth management firms are now tasked with how to best implement artificial intelligence to maximize company and client benefits, while still minimizing risk. Stableford Capital selectively picks and chooses where artificial intelligence is most useful or relevant to our clients. Deploying the AI algorithms to process data and utilizing state-of-the-art learning methodologies is good for clients and good for the financial industry.

Wondering if you should invest in the cryptocurrency market and if so, when? You’re not alone. The idea of cryptocurrency has intrigued some investors while turning others off as they see it as a risky investment. Cryptocurrency investment is an ever-evolving hot topic and something to watch closely.

When a powerful group of CEOs issued a statement urging corporations to serve the needs of employees, customers, communities and suppliers – in addition to the shareholder/owners – it sparked a debate. At Stableford, the ideas brought up a lot of debate – and we got response from our clients, too about the rights of public company shareholders. What do you think?

What if one person or investment firm could handle all of your family’s finances and assets? Paying household employees, accounting for taxes, managing assets, planning for retirement and preparing for wealth transfer… all done for you with your best interests at top of mind. Ultra high net worth investors should consider a family office to aid in aligning financial interests while working towards a clear goal.

Both individuals and ultra high net worth families can benefit from utilizing Stableford Capital as a family office partner and CFO. Stableford Capital uses integrated advisory services to collaborate and maintain focus as your family office partner and private advisory firm.

The complexity theory argues that in natural systems, resilience increases as the systems become more complex. But for manufactured systems, becoming complicated (like our economy and globalization) means less resilience. The summer of 2019 is chock full of threats to the stability of our economy; let’s review them and go over suggestions on how to weather these bond and stock market trends.

Trade frictions and market volatility are on the rise. This is causing uncertainty that in turn, creates obstacles for business, consumer sentiment and spending. Investing in bonds is an excellent way to balance higher-risk assets and keep a diversified financial portfolio while earning steady income. Stableford’s experience with the different types of bonds and how they best complement your existing investments, creating a low volatile, diversified portfolio will help you plan for the future.

If you’ve ever thought about saving for retirement, purchasing a business, funding a college education or when (and how) to file for social security, it might be time to find a financial advisor. It can be tough to find a financial advisor who understands your unique situation AND helps you work toward your goals. Learn how to sort through the top asset managers to find one right for you.