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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
RECENT POSTS
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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What You Need to Know about Yield Curve Control
July 8, 2024
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Posted in
Asset Management
Financial Information
Financial Planning
Investment
Investment Strategy
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Written by
Andrew Brinkman
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.
Stableford Market Commentary: February 2021
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
After reaching all-time highs in mid-February, equity markets have started to decline and become highly volatile. What is driving this? Stableford market commentary February 2021 review includes an overview & analysis of recent economic data, market happenings, and indicators. Read more here.
How female investors can build their portfolio, save for retirement, and support other women
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Retirement Accounts
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Written by
Nikki Sutcliffe
Despite the strides that women have made in the workforce and stepping into higher seats of power, surprisingly 64% of women report being stressed about their finances. And only 1 in 5 seek out advice from a financial advisor. A top-notch female financial advisor shares her tips to help female investors ease stress and build portfolios to allow them to live the lives they want.
How to Protect Against Portfolio Drift
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Andrew Brinkman
It’s necessary to rebalance investment portfolios from time to time to prevent portfolio drift, or the overgrowth of one section of investments, as a strategically managed portfolio has lower risk and higher gains over time. Work with Stableford Capital for portfolio asset management to help prevent portfolio drift.
Stableford Market Commentary: January 2021
July 8, 2024
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Posted in
Asset Management
Investment
Investment Strategy
The Market
Market Commentary
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Written by
Justin Thomas
Is the slight dip in Equity markets, over-inflated housing market, and irrational investor actions ominous signs that there’s a bubble and other disasters to come? The Stableford Market Commentary, January 2021 explains their approach in uncertain markets and why they don’t ascribe to a particular view and avoid being too bearish or bullish. Read more here.
Growth vs Value Stocks: Going with the Plain and Reliable Sister
July 8, 2024
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Posted in
Financial Planning
Financial Information
Investment
Investment Strategy
Wealth Management
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Written by
Andrew Brinkman
Growth vs Value stocks is a story of a glamorous and sexy sister and her plain, steady and reliable sibling. It turns out the latter may be the smart choice as our economy looks toward a post-pandemic recovery.
Leadership Series: Why Developing Leadership is Critical to Business Growth
July 8, 2024
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Posted in
Asset Management
Financial Planning
Leadership Series
Wealth Management
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Written by
Andrew Brinkman
In this first article in our leadership series, we look at why, and how to, develop leadership rather than hiring support staff. Leaders build the culture that they want to be in, and in turn that keeps employee turnover low. They also collaborate and challenge each other to improve efficiencies, leading to increased value for our clients.
Stableford Capital Makes It Easy to Compare Investment Performance with GIPS Compliance (Part 2)
July 8, 2024
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Andrew Brinkman
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.
Stableford Market Commentary: December 2020
July 8, 2024
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Posted in
Asset Management
Market Commentary
The Market
Investment
Investment Strategy
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Written by
Justin Thomas
Find out how the Stableford approach to 2020’s fourth quarter fared compared to market outcomes. Positioning targeted less volatility and risk than the overall market, and we participated in the upside with bets on small caps, cyclicals, and value. But we also maintained our aversion to downside risk. The Market Commentary shares news on fixed income and markets.
Working from Home? Tax Implications that May Affect Your Individual Tax Return
July 8, 2024
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Posted in
Asset Management
Financial Planning
Tax
Wealth Management
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Written by
Mark Barone
Many workers transitioned to working from home during the 2020 pandemic. Doing so may have affected their individual tax return. Workers should verify they are filing correctly based on their current state, investigate reimbursements for home offices and learn more about filing taxes if their status has changed from W-2 employee to 1099 self-employed.
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