10 Asset Management Questions to Ask Before You Hire an Investment Firm

Woman Financial Advisor speaking about Asset Management with clients - Stableford_web

While hiring an asset management firm can be a major undertaking there are a few points to narrow in on to find the right firm for you. Get to know the advisor and his or her experience. Make sure the interest is reciprocated. Is the advisor client-focused, responsive, and does he or she really listen? Then find out about the firm’s investment philosophy and how often your portfolio will be reviewed.

Stableford Market Commentary: March 2020

Stableford Market Commentary March 2020 stock market chart falling prices for COVID-19 epidemic

We’re never happy with negative returns but we are happy when we are able to preserve your capital. On a relative basis, that is what we have done. The losses in our strategies are a fraction of the overall equities markets and a 60/40 mix of equities and fixed income. This is why we are proponents of the active approach to investing. It’s times like these when being prudent and risk-averse matters.

Stableford Market Commentary: February 2020

Decreasing arrow shows stock market crash

The S&P 500 declined 8.4% during February to close down 8% year-to-date and remains at similar levels through March 6. The US-Sino trade-détente and global-growth euphoria that began last September peaked during February and has been replaced with global contagion fears (double entendre).

Stableford Market Commentary: January 2020

Market falls and starts to rise

The S&P 500 declined 1.9% during January, though it hit an all-time high on January 22 and has bounced to similar levels as of February 5.  The run-up to all-time highs is largely explained by the Fed’s stealth Quantitative Easing (QE) program, as well as anticipation of better economic conditions following the détente in the US-Sino trade war.

Stableford Market Commentary: December 2019

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.

Stableford Market Commentary: October 2019

Financial Graph on cityscape bacground Stableford Market Commentary October 2019

The S&P 500 increased 2% during October as investors began to believe that the economy is beginning to re-accelerate. This move off the recent October lows was propelled by diminishing fears of recession and trade wars. Recent high frequency economic survey data has recently begun to turn upward, and the US – China trade war has moved toward (at least a temporary) détente.

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