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.

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.

How to Manage a Productive Workforce While Working Remotely: 5 Tips You Can Use

May 1, 2020Posted in Business, Financial Planning, Investment Strategy, Tax, wealth managementWritten by Andrew BrinkmanLeave a comment

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.

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.

What is an Ethical Will and Why You Might Want One

April 17, 2020Posted in Financial Planning, wealth managementWritten by Nathan FaldmoLeave a comment

Ethical wills can be used to pass down family heirlooms that have little to no financial value such old family photographs or albums such as this Grandmother and granddaughter looking at black and white photo album

When considering your legacy and future of your family, you likely think of it in terms of trusts, asset management and powers of attorney. An ethical will goes a step beyond traditional wills to include more personal details and is an excellent complement to any estate plan. If you see an ethical will as a valuable part of your legacy, it’s never too early to start writing one.

Women Investors: How to Achieve Financial Independence Now and into the Future

March 25, 2020Posted in Financial Planning, Investment, Investment Strategy, wealth managementWritten by Nikki SutcliffeLeave a comment

business woman casually dressed in office with laptop for women investors - stableford

Women’s finances are on an upward trend. Financial planners are now designing investment plans to meet the needs and expand the opportunities leading to financial independence for women. As women begin to build more wealth, women investors are looking to achieve financial independence, often out-earning men in their portfolios.

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.

Four Financial Planning Strategies for the Self-Employed

March 6, 2020Posted in Asset Management, Financial Planning, Investment Strategy, wealth managementWritten by Nikki SutcliffeLeave a comment

financial planning strategies for the self-employed business man smiling with glasses and office in background

Starting your own business is both rewarding and challenging – it also presents a unique set of challenges for financial planning. The four financial planning strategies for the self-employed to consider include setting up a retirement account, funding it, insuring your business and seeking support. At Stableford Capital, we take an integrated advisory approach and look at your entire financial situation when mapping out your financial plan.