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.

Simplify signing up for Medicare at age 65 when you work with a financial professional at Stableford Capital. Avoid common mistakes and penalties with proper sign-up timing. Maximize your savings by being strategic with employer insurance coverage and HSAs before Medicare enrollment.

In the face of the coronavirus pandemic, central banks are looking for ways to stabilize national economies. One proposed method is yield curve control, a way of setting interest rates on long-term bonds. Speak to an investment expert at Stableford Capital to find out how this may affect your money.

Investments start with a goal in mind – to build up a fund to pay for kids’ education or build a nest egg to secure retirement income are just two typical goals. For this reason, it’s natural for the investment approach of non-professionals to place a greater emphasis on asset growth. But, as assets grow, security becomes a bigger issue. Investment professionals understand how to create the balance between growth and protection – discover why and how they do it.

Money mindset starts early in life, from parental models to media influence and advertising. This psychology of investing refers to financial habits and dictates how someone spends and saves money. Through behavioral finance, an advisor gains insight into these habits to better coach the investor on how to manage money responsibly to ultimately gain financial wellness.

Governments around the world are considering expanding their currency to include digital dollars. Using central bank digital currency will offer some benefits like direct-to-citizen payments and indisputable accounting. However, the concerns regarding inflation and technology corporation oversight is delaying immediate acceptance.

There’s a tremendous amount of interest in the 2020 election, with many by-standers chewing their nails wondering what will happen to the economic strength of our nation. Read the Executive Summary of September 23, 2020 Moody’s Analytics’ report, The Macroeconomic Consequences: Trump vs. Biden to find out where you could stand.

Being named executor of an estate plan can be both an honor and a difficult task. Learn the basics to begin probate, protect assets and distribute to beneficiaries. Consulting with professionals like Stableford Capital can also simplify the process.

Thanksgiving brings about a season of giving thanks and joy – of feasting and football. We are thankful to be able to work with and for such extraordinary people. And one of the most important things we can help give to our clients at this time of year is peace of mind. By continuously watching the ever changing investment environment, and providing timely information through our market blasts, we proactively look ahead to help ensure the unexpected doesn’t interfere with the life they planned.

Investors have been excited by the new robo-advisor trend, and while it certainly may be right for some, those with higher net worth, more complex investment portfolios, or those who don’t feel comfortable with a do-it-yourself option should consider an investment firm that will partner with you to help you achieve your financial goals. A consultative financial approach keeps you, the investor advised on the changes in the market and how to adjust to them to protect and manage your assets.