Stableford Market Commentary: August 2021

Growth vs Value Stocks - trader looking at analyzing trading charts - web

As the summer closes, there are two news items that are expected to impact the markets. The first is the message from the federal government that they intend to taper its bond purchases. The second is the negative Michigan Consumer Sentiment survey about consumer confidence. Learn how each will likely affect the market to prepare for the coming changes.

Death and Taxes: The Hidden Surprise in the Biden Green Book Tax

What you should know about the Green Book tax proposal – the first retroactive capital gains increase in U.S. history that may have far-reaching consequences.

This is the first installment of Mark’s Corner – estate and tax news you can use. Check back here in the coming months for the latest tax and estate changes that can affect your investments.

Mark Rehn, Tax and Estate Planning Advisor Has the Foresight to Plan and Consistency to Succeed

Mark Rehn and his wife

When thinking about the tax strategies that provide you with advantages that maximize your financial standing, a long-time professional like Mark Rehn should come to mind. His many years serving CEOs and global organizations as a consultant and Tax Director, along with the focus to earn a CPA, Juris Doctorate, and Masters degree in Tax Law offers assurance that he will have the dedication and focus to help you accomplish your goals.

Stableford Market Commentary: June 2021

MarkET Commentary June 2021 - web

June 2021 is ending the month on an unconvincing run as breadth diminished, even as the overall index increased. This narrowing participation strikes us as a sign of risk, as investors remain unconvinced about future strength and where rates will go. As a result, equities remain in equity-rotation limbo. Review Stableford Capital’s June Market Commentary to inform your decisions.

Why Asset Protection Is Key to Alzheimer’s Financial Planning

Elderly woman in wheelchair with Alzheimer's with daughter - Stableford-web

After an Alzheimer’s diagnosis, protect assets as part of Alzheimer’s financial planning to ensure that enough funds remain for long-term care and support.

Work with both financial and legal professionals to develop a plan for finances in the face of uncertainty. Strategize to continue earning from investments while protecting funds for the long-term.

Stableford Market Commentary: April 2021

man at desk reviewing documents

A slow-down in recent growth is inevitable. US economists predict equities will peak during the second quarter of 2021. How can you leverage a shifting market? In the Stableford Market Commentary: 2021 learn what’s being worth selling, and why, how equities are projected to perform for the remainder of 2021, and the prediction for 10-year Treasury Bond rates.

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