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.
Before the COVID-19 pandemic, working remotely was picking up speed and many companies were already practicing it on some level, including Stableford Capital. Now with stay at home mandates, it is the new normal for most industries, companies and workers. Financial firm performance management is changing in light of the new working environments, and the changes are likely to stay in effect long after the crisis.
Many of you are adjusting to the changes all of us are making because of the Covid-19 crisis. The leadership at Stableford continues to monitor the rapidly changing situation as it evolves and we remain vigilant in our ongoing efforts to help you navigate the unprecedented challenges we all face. This article is a summary of some of the most important information that we believe you will want to know regarding the Cares Act and updates to tax deadlines and retirement accounts.
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.
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.
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.
Perseverance, discipline, motivation, and accountability are four values highly regarded by Stableford Capital financial services leadership, as well as an Eagle Scout. Stableford Capital sponsored a special evening for the leaders of The Arizona Agave District Scouts of America awards ceremony. Nathan Faldmo, Director of Advisory Services, an Eagle Scout since the age of 14, was MC.
Thanksgiving brings about a season of giving thanks and joy – of feasting and football. We are thankful to be able to work with and for such extraordinary people. And one of the most important things we can help give to our clients at this time of year is peace of mind. By continuously watching the ever changing investment environment, and providing timely information through our market blasts, we proactively look ahead to help ensure the unexpected doesn’t interfere with the life they planned.
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 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.