Increase Investment Opportunities with Stableford Private Equity Expert Alex Meek

September 17, 2020Posted in Business, Financial Planning, Investment, Investment Strategy, Media, Press / News, wealth managementWritten by Stableford CapitalLeave a comment

Stableford Capital clients can look forward to more diverse investment opportunities as Alex Meek joins leadership to drive Stableford Private Equity and Venture Investment Portfolios. With the ramping up of assets dedicated to sustainable and responsible investments, sustainable startups are more in demand for investors, particularly millennials. Alex’s background in startups and ESG investing brings hands-on expertise and additional quantitative analytics to Stableford strategies.

The 4 Dynamic Investor Profiles: Which Are You?

September 11, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Andrew BrinkmanLeave a comment

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Based on positive psychology, four investor profiles have been identified to answer the “why” of how people invest. Utilizing these financial personalities can help investors target their portfolio toward more personally satisfying investments. Professionals in the investment field, like those at Stableford Capital, can also use these investor profiles to craft portfolios that better serve their clients.

Benefit from 2020 Tax Changes with Stableford Capital’s New eGuide

August 28, 2020Posted in Financial Planning, TaxWritten by Mark BaroneLeave a comment

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Many people cringe at the thought of tax preparation. But this year, the 2020 tax changes may turn a lot of frowns upside down because there are many tax benefits for individuals and business owners alike. But there are also many reductions that can derail the added benefits. Find out how the Tax Planning and Tax Code Reforms eGuide shares all the changes so you can be prepared to maximize your benefits.

How to Leverage Life Insurance in a High Net Worth Estate Plan

August 19, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Nikki SutcliffeLeave a comment

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High net worth individuals who leverage life insurance give themselves access to the cash value of the policies. You can borrow against life insurance accounts or use it to invest. You can also pass along the cash value of a permanent life insurance tax-free through gifting under $15k or irrevocable life insurance trusts.

The Dollar’s Reign as the World’s Reserve Currency is Under Threat: Talk of a Debased Currency

August 2, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, The Market, wealth managementWritten by Andrew BrinkmanLeave a comment

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As the dollar continues to slide – and gold prices rise, some strategists are warning about the threat of a debased currency. They cite the latest round of stimulus and fiscal policy measures, and point to gold as the best option for a reserve currency. Gold prices continue to surge, while the U.S. debates next steps for keeping the economy out of stagnation.

How Disney Influences a Financial Investment Firm’s Approach to Service and Quality

July 30, 2020Posted in Articles, Asset Management, Financial Planning, Investment, Investment Strategy, Leadership Series, Tax, wealth managementWritten by Andrew BrinkmanLeave a comment

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Learn how Stableford Capital leaders create magic for clients by acting as a fiduciary. This means Stableford, a financial investment firm is ethically bound to act in clients’ best interests. Not only do they make decisions to maximize customer returns, they handle every aspect of clients’ trades and monitor all buying and selling transactions.

Working Remote Challenge: How to Communicate Effectively on Video Conferences

July 14, 2020Posted in Asset Management, Business, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Andrew Brinkman2 Comments

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Working remote has been commonplace in nearly every industry since the onset of the COVID-19 pandemic. While this allows for more freedom and flexibility in some areas, it also creates challenges in others. With video trumping text communication as the best way to replace to in-person meetings, there are some specific dos and don’ts to communicate effectively on video.

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

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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.