Stableford Capital Makes It Easy to Compare Investment Performance with GIPS Compliance (Part 2)

Stableford Capital Makes It Easy to Compare Investment Performance with GIPS Compliance - Work team looking at graphics in paper - web

Investment firms like Stableford Capital pursue GIPS compliance to be able to provide accurate investment performance across the board. By claiming compliance with GIPS investors can better compare Stableford’s investment performance to other firms internationally.

How Stableford’s Investment Philosophy Bolsters Your Legacy

Investment Philosophy imsge

Managing your wealth and making effective financial decisions requires more than just balancing financial services, taxes, and asset management. It also requires a deep understanding of your individual goals, needs, and values. Stableford rises to this challenge by combining open client communication and engagement, an innovative data-driven process, and proven, yet personalized investment strategies. Read more about our investment philosophy and watch our video in this article.

Why It’s Wise to Choose a GIPS Compliant Investment Firm (Part 1)

Global Investment performance -web

For investors, it can be difficult to know if an investment firm is presenting fair and accurate performance. GIPS compliant firms adhere to a global standard to measure performance and offer objective data that helps potential investors compare across markets, languages and processes. GIPS compliance aids in investment performance transparency.

AI And The Impact On Private Wealth Management

Artificial Intelligence Disruption with robotic finger typing on laptop Stableford Capital

Artificial intelligence (AI) has made remarkable strides in recent years, transforming many industries with its innovative solutions. Private wealth management is no exception. Many wealth management firms already utilize AI in some capacity, and recent surveys show that this number increasing in the future. In this article we discuss some ways that artificial intelligence can be used in wealth management.

Options to Mitigate the Exposure to the FDIC Deposit Insurance Limit on Deposits

Bank is one way to mitigate exposure to FDIC Deposit Insurance Limits on Deposits

The FDIC insurance limit applies to your accounts automatically, so long as your bank is FDIC insured. There’s nothing special you need to do to qualify for it. But what if you have amounts in excess of the limit in your accounts? Are there banks that insure millions? In this article we discuss some ways you can insure excess deposits above the FDIC limits.

Crypto Ecosystem Overview: Risks, Rewards, and Ramifications

Ecosystem of crypto currency

Recently, the Global Independence Center held a conference focused on crypto, digital money, and decentralized finance. This blog provides a brief overview of Christopher J. Waller’s speech regarding the crypto ecosystem, the risks and benefits associated with crypto, and the future of digital currencies.

Stableford Market Commentary: October 2022

image of currency and graph showing rise and fall with chart showing overall growth

After a brutal September, the S&P 500 bounced 8% during October. With the heightened fears of the Liz Truss UK debacle in September, news could not get any worse—and it didn’t. When market sentiment and fear reach extreme levels, a constant stream of bad news is required to push indexes down further. In the absence of further unwelcome news, markets bounced. The October Market Commentary will try to help explain what is going on.

Stableford Market Commentary: September 2022

Image of coins stacked in progression least to most, graphs, charts for investing strategy

Interest rates reached levels last seen in 2010 following U.K. prime minister Liz Truss’ surprise deficit-widening budget (and associated borrowing requirements) forced bond sales by U.K. Pensions in order to meet margin calls. U.S. Treasury rates, already moving higher in September, were pushed to even higher levels as panic set in at U.K. pensions in search of liquid assets to unload quickly. The September Market Commentary will try to help explain what is going on.

Stableford Market Commentary: August 2022

August 2022 Market Commentary Investment strategy over time

Groupthink is incredibly powerful. If enough people believe something, will it come true? In the case of equity markets, yes—but only temporarily. Equity investors are slowly learning that the Fed must fulfill its inflation mandate for the first time in a generation. The Fed no longer has your back (as long as inflation persists)as it was previously. The August Market Commentary will try to help explain what is going on.

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