How Does Stableford Use Technical Analysis in Its Investment Management Strategies?

June 18, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, The Market, wealth managementWritten by Jim PattersonLeave a comment

Jim Patterson, Stableford Capital Director, Technician, CTO

In Stableford strategies, technicians analyze fundamental and value factors to inform the entire portfolio picture. A good technician enhances both the fundamental and macro aspects of the investment management strategy. Similar to warning lights on your car’s dashboard, the technician focuses on confirming the narrative trends (dark dashboard), noting when the technical trends are no longer moving in unison with the consensus narrative (warning light).

How the Stableford Way Takes a Fiduciary First, Client Centric Approach

June 17, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Nikki SutcliffeLeave a comment

Reviewing Client Strategy for Stableford fiduciary blog

As a fiduciary, Stableford Capital is held to the highest standard of care and always puts clients’ best interests first. The registered investment advisor firm does this by offering integrated advisory services – advisory, tax and investment all under one roof – and keeping constant communication with clients. Every recommendation is explained and clients are educated on the process.

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

June 10, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Justin ThomasLeave a comment

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: May 2020

June 5, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment

Market Commentary May 2020 Wall St sign with American flags in the background

Why the big equity bounce that seemingly ignores bad news from trade wars, protests, and civil unrest in May 2020? We’ve seen the bottom in economic data, so the news is just getting better from an earnings perspective. Equities are forward-looking, pricing off future expected earnings.

The Stableford Difference: A Unique Investment Philosophy

May 16, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, Tax, The Market, wealth managementWritten by Nathan FaldmoLeave a comment

Stableford operates on a different investment philosophy from other financial advisory firms: adjusting based on market environment and client need. To do this we have to constantly assess risk and maintain open communication with clients – during both up and down markets. Stableford is not a manager of managers and the investment strategies are all proprietary.

Stableford Market Commentary: April 2020

May 8, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment

watching the trading to screen when making bonds part of market investing strategy - Stableford

After dropping 30% from the start of the year the low in March, the S&P 500 has rebounded 30% off the March 23 low, and nearly 13% in April to end down roughly 10% year-to-date. The 10 yr. US Treasury remained largely flat during April, closing the month with a yield of 0.64%.

Maximizing Loan Forgiveness Under the Paycheck Protection Program

May 4, 2020Posted in Asset Management, Business, TaxWritten by Mark BaroneLeave a comment

Many companies that were approved for the Paycheck Protection Program (“PPP”) have already received the loan disbursements and we expect many more awaiting funds to receive them over the next few weeks. The most attractive feature of the Paycheck Protection Program is the loan forgiveness. In order to take advantage of this feature, we recommend that companies should prepare to use these funds in a way that will maximize the loan forgiveness amount. Here we provide a list of actions to help do this.

How Stableford Capital’s Diverse Culture Enhances Your Investment Experience

April 21, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, Tax, wealth managementWritten by Andrew BrinkmanLeave a comment

Nathan and Nikki Review Strategy with their years of investment experience

From certified financial planners to analysts, strategists, and advisors, Stableford staff utilizes their diverse backgrounds to create a unique culture. The integrated advisor approach takes the middleman out of communication, buys, and sells. This, on top of the various perspectives and institutional experience of each member of Stableford leadership, leads to a well-rounded and gratifying investment experience for clients.

Stableford Market Commentary: March 2020

April 9, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The MarketWritten by Justin ThomasLeave a comment

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.

Why Your Insurance Planning Should Include Health Savings Accounts

March 18, 2020Posted in Asset Management, Financial Planning, Investment Strategy, wealth managementWritten by Nathan FaldmoLeave a comment

young business man with laptop and phone reviewing insurance planning

Health Savings Accounts’ triple-tax benefits make them appealing to high-net-worth investors and others who want to pay for healthcare expenses, save on taxes, and have an additional way to help fund retirement. HSAs should be part of your insurance planning discussions with your financial advisor.