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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
RECENT POSTS
Stableford Market Commentary January 2024
Stableford Market Commentary December 2023
Stableford Market Commentary October 2023
Stableford Market Commentary September 2023
Stableford Market Commentary: October 2022
CATEGORIES
Wealth Management
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Liquidity to Fundamental Cycle and Capital Preservation Investment Strategies
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment Strategy
Press / News
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Written by
Andrew Brinkman
As we have witnessed from the recent market fluctuations, active management continues to play a key role in helping to preserve wealth. We have made some changes in October, such as cutting back our exposure to banks and adding some more value-oriented positions as a part of our overall capital preservation investment strategies. Read the specifics of the changes we’ve made.
What to Look Out for in Investment Portfolio Management: Style Drift
July 8, 2024
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Posted in
Asset Management
Business
Financial Planning
Investment
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Written by
Andrew Brinkman
As a privately-owned investment firm, Stableford is structured to minimize conflicts and focused on providing objective, unbiased advice. Our investment portfolio management strategies help us avoid style drift while aiming to provide you the asset allocation you prefer.
Financial Planning in Insurance – Premium Funding vs. Premium Financed Life Insurance
July 8, 2024
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Posted in
Asset Management
Business
Financial Planning
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Written by
Andrew Brinkman
Financial Planning in Insurance is an essential part of estate planning. It protects your family and your legacy in the case of death, and it can be particularly important for people of wealth or those with complex financial assets.
Active Investing Late in the Business Cycle: Stableford’s 7 Step Process
July 8, 2024
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Posted in
Asset Management
Financial Planning
The Market
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Written by
Andrew Brinkman
Economic data tells us that we are in the later part of the business cycle. How can Stableford Capital help you use active investing late in the business cycle to grow assets, while minimizing risk? Learn about the “Magnificent Seven” — the seven steps Stableford’s financial advisors take to maximize their clients’ outcomets.
What to Do During Times of Market Volatility
July 8, 2024
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Posted in
Financial Planning
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Written by
Andrew Brinkman
Concerned about the uncertainty of the market and how it impacts your specific wealth considerations? Here are key terms for financial planning and analysis every investor should know. Plus three key benefits to seeking out a financial consultant during a volatile market environment.
Investment Options: What is the Trifecta of Portfolio Construction?
July 8, 2024
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Posted in
Asset Management
Financial Planning
The Market
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Written by
Andrew Brinkman
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.
What is Risk Management: Factoring in the Market
July 8, 2024
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Posted in
Asset Management
Business
Financial Planning
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Written by
Andrew Brinkman
Stableford Capital addresses the “what is risk management” question clearly with a financial philosophy that limits risks to protect investments from “random” market conditions. Investment advisors adjust strategy to maintain low risk conditions, and limit the downside which is the key to asset protection.
Stableford’s 2018 Strategic Planning Update
July 8, 2024
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Posted in
Business
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Written by
Andrew Brinkman
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.
Volatility and Robo Advisor Web Issues Will Likely Usher in Active Asset Management
July 8, 2024
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Posted in
Asset Management
The Market
Uncategorized
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Written by
Andrew Brinkman
Investors have been excited by the new robo-advisor trend, and while it certainly may be right for some, those with higher net worth, more complex investment portfolios, or those who don’t feel comfortable with a do-it-yourself option should consider an investment firm that will partner with you to help you achieve your financial goals. A consultative financial approach keeps you, the investor advised on the changes in the market and how to adjust to them to protect and manage your assets.
Active vs Passive: Professional Investment Management
July 8, 2024
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Posted in
Asset Management
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Written by
Andrew Brinkman
What is the difference between trading vs. investing or active vs. passive professional investment management? Active management to Stableford Capital means constant attention to the portfolio construction process (this is not to be confused with trading). It means that to have risk-adjusted returns you need to have a tactical allocation to your portfolio.
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