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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
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Stableford Market Commentary January 2024
Stableford Market Commentary December 2023
Stableford Market Commentary October 2023
Stableford Market Commentary September 2023
Stableford Market Commentary: October 2022
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How Disney Influences a Financial Investment Firm's Approach to Service and Quality
July 8, 2024
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Posted in
Articles
Asset Management
Financial Planning
Investment
Investment Strategy
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Written by
Andrew Brinkman
Learn how Stableford Capital leaders create magic for clients by acting as a fiduciary. This means Stableford, a financial investment firm is ethically bound to act in clients’ best interests. Not only do they make decisions to maximize customer returns, they handle every aspect of clients’ trades and monitor all buying and selling transactions.
The Dollar's Reign as the World's Reserve Currency is Under Threat: Talk of a Debased Currency
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
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Written by
Andrew Brinkman
As the dollar continues to slide – and gold prices rise, some strategists are warning about the threat of a debased currency. They cite the latest round of stimulus and fiscal policy measures, and point to gold as the best option for a reserve currency. Gold prices continue to surge, while the U.S. debates next steps for keeping the economy out of stagnation.
Working Remote Challenge: How to Communicate Effectively on Video Conferences
July 8, 2024
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Posted in
Asset Management
Business
Financial Planning
Investment
Investment Strategy
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Written by
Andrew Brinkman
Working remote has been commonplace in nearly every industry since the onset of the COVID-19 pandemic. While this allows for more freedom and flexibility in some areas, it also creates challenges in others. With video trumping text communication as the best way to replace to in-person meetings, there are some specific dos and don’ts to communicate effectively on video.
Stableford Market Commentary: June 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
How are recent volatile activities – such as declines in the equity and fixed income markets, pandemics, civil unrest, politically polarized citizens, international discord – impacting market outlook? Stableford Capital’s leaders take the markets’ temperature and advise investors on what to look for, including how to find value investments. Learn more.
How Does Stableford Use Technical Analysis in Its Investment Management Strategies?
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
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Written by
Jim Patterson
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).
Stableford Market Commentary: May 2020
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
Why the big equity bounce that seemingly ignores bad news from trade wars, protests, and civil unrest in May 2020? We’ve seen the bottom in economic data, so the news is just getting better from an earnings perspective. Equities are forward-looking, pricing off future expected earnings.
How the Stableford Way Takes a Fiduciary First, Client Centric Approach
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Nikki Sutcliffe
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
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Justin Thomas
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.
Stableford Market Commentary: April 2020
July 8, 2024
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Posted in
Asset Management
Investment Strategy
Investment
Market Commentary
The Market
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Written by
Justin Thomas
After dropping 30% from the start of the year the low in March, the S&P 500 has rebounded 30% off the March 23 low, and nearly 13% in April to end down roughly 10% year-to-date. The 10 yr. US Treasury remained largely flat during April, closing the month with a yield of 0.64%.
The Stableford Difference: A Unique Investment Philosophy
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Tax
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Written by
Nathan Faldmo
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.
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