Women already command a remarkable share, steering a third of the total US household financial assets, a surprising $10 trillion. The influence women currently have is a preview of the big changes expected in the next ten years.
Entrepreneurs and small business owners can use these five tax tips for the self-employed to help you save the most on taxes. Making strategic purchases, automating bookkeeping, and taking advantage of deductions can all provide better personal tax returns. A tax professional like those at Stableford Capital can simplify the process and find additional ways to save.
Managing the tax implications of your investments are key elements of the Stableford Capital investment process. Whether you are a Family Office, Family Limited Partnership, Family Trust or Individual account, the managing of capital gains and losses is the same.
After a brutal September, the S&P 500 bounced 8% during October. With the heightened fears of the Liz Truss UK debacle in September, news could not get any worse—and it didn’t. When market sentiment and fear reach extreme levels, a constant stream of bad news is required to push indexes down further. In the absence of further unwelcome news, markets bounced. The October Market Commentary will try to help explain what is going on.
The Federal Reserve has been researching central bank digital currency (CBDC), referred to as “Fedcoin.” An executive order by President Biden encourages federal agencies to urgently research crypto regulations and explore plans to implement a CBDC. In the U.S. FedNow is the first step in that process.
Interest rates reached levels last seen in 2010 following U.K. prime minister Liz Truss’ surprise deficit-widening budget (and associated borrowing requirements) forced bond sales by U.K. Pensions in order to meet margin calls. U.S. Treasury rates, already moving higher in September, were pushed to even higher levels as panic set in at U.K. pensions in search of liquid assets to unload quickly. The September Market Commentary will try to help explain what is going on.
Groupthink is incredibly powerful. If enough people believe something, will it come true? In the case of equity markets, yes—but only temporarily. Equity investors are slowly learning that the Fed must fulfill its inflation mandate for the first time in a generation. The Fed no longer has your back (as long as inflation persists)as it was previously. The August Market Commentary will try to help explain what is going on.
The Fed remained hawkish during the July meeting, but traders were having none of it, despite continued multi-decade highs in inflation. Yields on the US Treasury 10 Year fell 36 basis points during July as investors begin to price in an economic slowdown. Recall that the 10 Year was nearly 3.5% a month and a half ago. Bond managers have switched from inflation fear to recession fear. The July Market Commentary will try to help explain what is going on.
Continued Fed Hawkishness Drives Equities Lower and Rates Higher. In the face of rising inflation, the Fed turned increasingly hawkish, which pushed 10 Year US Treasury rates up seventeen basis points to 3.02% in June. While this was much lower than the 3.48% achieved in mid-month, the fear of continuing higher rates was enough to push equities down 8.8% in June. The June Market Commentary will walk you through the ups and downs and try to help explain what is going on.
Stableford’s financial advisory services now include securities and antitrust claims benefits through a new partnership with Chicago Clearing Corporation.
