Increase Investment Opportunities with Stableford Private Equity Expert Alex Meek

September 17, 2020Posted in Business, Financial Planning, Investment, Investment Strategy, Media, Press / News, wealth managementWritten by Stableford CapitalLeave a comment

Stableford Capital clients can look forward to more diverse investment opportunities as Alex Meek joins leadership to drive Stableford Private Equity and Venture Investment Portfolios. With the ramping up of assets dedicated to sustainable and responsible investments, sustainable startups are more in demand for investors, particularly millennials. Alex’s background in startups and ESG investing brings hands-on expertise and additional quantitative analytics to Stableford strategies.

The 4 Dynamic Investor Profiles: Which Are You?

September 11, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Andrew BrinkmanLeave a comment

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Based on positive psychology, four investor profiles have been identified to answer the “why” of how people invest. Utilizing these financial personalities can help investors target their portfolio toward more personally satisfying investments. Professionals in the investment field, like those at Stableford Capital, can also use these investor profiles to craft portfolios that better serve their clients.

Stableford Market Commentary: August 2020

September 6, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment

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August was another confusing month, closing with the S&P 500 up 7% despite a high level of market uncertainty. Near-urgent buying was driven by an extreme position in the options market. Discover other August indicators, and what they could mean for the remainder of the year – including why we at Stableford Capital like our holdings.

How to Leverage Life Insurance in a High Net Worth Estate Plan

August 19, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Nikki SutcliffeLeave a comment

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High net worth individuals who leverage life insurance give themselves access to the cash value of the policies. You can borrow against life insurance accounts or use it to invest. You can also pass along the cash value of a permanent life insurance tax-free through gifting under $15k or irrevocable life insurance trusts.

Stableford Market Commentary: July 2020

August 5, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment

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.

The Dollar’s Reign as the World’s Reserve Currency is Under Threat: Talk of a Debased Currency

August 2, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, The Market, wealth managementWritten by Andrew BrinkmanLeave a comment

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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.

How Disney Influences a Financial Investment Firm’s Approach to Service and Quality

July 30, 2020Posted in Articles, Asset Management, Financial Planning, Investment, Investment Strategy, Leadership Series, Tax, wealth managementWritten by Andrew BrinkmanLeave a comment

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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.

Working Remote Challenge: How to Communicate Effectively on Video Conferences

July 14, 2020Posted in Asset Management, Business, Financial Planning, Investment, Investment Strategy, wealth managementWritten by Andrew Brinkman2 Comments

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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 9, 2020Posted in Asset Management, Investment, Investment Strategy, Market Commentary, The Market, wealth managementWritten by Justin ThomasLeave a comment

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?

June 18, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, The Market, wealth managementWritten by Jim PattersonLeave a comment

Jim Patterson, Stableford Capital Director, Technician, CTO

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).