Stableford Capital Insights

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.

Many of you are adjusting to the changes all of us are making because of the Covid-19 crisis. The leadership at Stableford continues to monitor the rapidly changing situation as it evolves and we remain vigilant in our ongoing efforts to help you navigate the unprecedented challenges we all face. This article is a summary of some of the most important information that we believe you will want to know regarding the Cares Act and updates to tax deadlines and retirement accounts.

Perseverance, discipline, motivation, and accountability are four values highly regarded by Stableford Capital financial services leadership, as well as an Eagle Scout. Stableford Capital sponsored a special evening for the leaders of The Arizona Agave District Scouts of America awards ceremony. Nathan Faldmo, Director of Advisory Services, an Eagle Scout since the age of 14, was MC.

As we have witnessed from the recent market fluctuations, active management continues to play a key role in helping to preserve wealth. We have made some changes in October, such as cutting back our exposure to banks and adding some more value-oriented positions as a part of our overall capital preservation investment strategies. Read the specifics of the changes we’ve made.

Investment management is not an easy or direct path. To not only protect your wealth but also grow it, you need a partner whose integrated approach will help you customize a plan for your future, actively manage your asset allocation, and will take into account your tax liability. Stableford Capital is up to the challenge.