The S&P 500 increased 3.4% during November on the hope that a trade deal with China would be signed and belief that the economy had bottomed. Investors were getting nearly euphoric, and measures of value were beginning to look stretched (though a slight correction at the beginning of December rectified some of this).
Thanksgiving brings about a season of giving thanks and joy – of feasting and football, including the Stableford Turkey Bowl! 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.
Five years ago, many outsiders said it could not be done. They thought there was no way ‘another’ registered investment advisory could stand toe-to-toe with the older Private Wealth Management firms and Banks. Five years ago, our founder realized that Financial Advisors, their tools and vehicles were undergoing the most profound change the Financial Industry had seen in thirty-years. In order to be a part of the next generation, Stableford would have to address five areas: authentic portfolio management of individual stocks, custom tax and ESG solutions. index-replication technology and zero bound trading costs. Well, we proved the skeptics wrong, and not only are we going strong, we are exceeding expectations.
The S&P 500 increased 2% during October as investors began to believe that the economy is beginning to re-accelerate. This move off the recent October lows was propelled by diminishing fears of recession and trade wars. Recent high frequency economic survey data has recently begun to turn upward, and the US – China trade war has moved toward (at least a temporary) détente.
When selecting variable or fixed indexed annuities, it’s important to consider how each will affect your overall financial investment strategy. Both come with the added benefit of taking payouts for life, so you don’t have to worry about outliving your investments. But they each have downsides, too. So which is best for your financial investment strategy? Potentially both.
After a volatile August, the S&P 500 increased 1.3% during September as fears of the global slowdown began to dissipate. The respite may be short lived however, as early October ISM surveys indicate a contraction in the manufacturing side of the economy. The key question from here is whether the contraction will spread from the relatively small manufacturing component (approximately 10%) to the much larger services side of the US economy.
The S&P 500 fell 1.8 % during a volatile August as the Federal Reserve’s -25 basis point move on July 31 proved too hawkish versus expectations. Yields on the 10 Yr US Treasury fell 50 basis points to 1.5% in August as well.
Both individuals and ultra high net worth families can benefit from utilizing Stableford Capital as a family office partner and CFO. Stableford Capital uses integrated advisory services to collaborate and maintain focus as your family office partner and private advisory firm.
The S&P 500 increased 2.5% in July, but the real fireworks occurred after the Fed meeting July 31 through August 5. During that 4 day period the market was down 5.6%. Fixed Income had similar gyrations, with yields on the US 10 Yr Treasury falling 30 basis points from July 31 to 1.71% on August 5, after holding relatively stable for July
What if one person or investment firm could handle all of your family’s finances and assets? Paying household employees, accounting for taxes, managing assets, planning for retirement and preparing for wealth transfer… all done for you with your best interests at top of mind. Ultra high net worth investors should consider a family office to aid in aligning financial interests while working towards a clear goal.