Legacy Planning: Why a Living Will is So Important for You and Your Loved Ones

Couple meeting with financial advisor to review living will and legacy planning documents - Stableford Capital

Creating a legacy means planning for all aspects of the future, and a living will is the best way to take the guesswork out of your medical care. Stableford receives numerous questions on the living will topic each year. We’ve asked Nikki Polistina, Director of Client Relations and CERTIFIED FINANCIAL PLANNER™ to respond to a few of the most frequently asked questions in this article.

Liquidity to Fundamental Cycle and Capital Preservation Investment Strategies

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.

How Stableford Capital Investment Management is Your Partner in Prosperity and Peace of Mind

Investment management is not an easy or direct path. To not only protect your wealth but also grow it, you need a partner whose integrated approach will help you customize a plan for your future, actively manage your asset allocation, and will take into account your tax liability. Stableford Capital is up to the challenge.

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