Investment Strategy

How to Leverage Financial and Technology Trends to Improve the Family Office Firm

July 28, 2022Posted in Investment StrategyWritten by Andrew BrinkmanLeave a comment
Financial and Technology Artificial Intelligence

As technology advancements are made at warp speed, it’s easy to get overwhelmed by new software or tools. In this article, learn how to identify the financial and technology tools that will help advance your family office’s strategy. While technology tools can aid in more informed investment decision-making, often they are behind the scenes to improve operational efficiencies for a more seamless and transparent client experience. 

Stableford Market Commentary: June 2022

July 11, 2022Posted in Asset Management, Financial information, Investment Strategy, Market Commentary, The MarketWritten by Justin ThomasLeave a comment
Stableford Capital Market Commentary with Female economist

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 Market Commentary: August 2021

September 9, 2021Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment
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

July 30, 2021Posted in Asset Management, Financial Planning, Investment Strategy, Tax, wealth managementWritten by Mark RehnLeave a comment

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

July 16, 2021Posted in Financial Planning, Investment, Investment Strategy, Press / News, Tax, UncategorizedWritten by Stableford CapitalLeave a comment
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

July 7, 2021Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment
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

May 19, 2021Posted in Asset Management, Financial information, Financial Planning, Investment Strategy, Retirement Accounts, wealth managementWritten by Nikki SutcliffeLeave a comment
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.

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