Stableford Capital Insights

Sustaining your savings through retirement involves a blend of foresight, discipline, and strategic decision-making. With the right strategies and advice, you can confidently embark on this journey and enjoy the fruits of your labor without financial worries.

Despite a hot economy, two months of strong numbers and the potential for re-acceleration in inflation Fed Chair Jay Powell chose to ignore the unruly data points during the March Fed meeting presser. All this jawboning kept rates subdued during March. Ten-year U.S. Treasury yields fell 5 basis points.

Investing wisely requires a deep understanding of market cycles and effective risk management. From navigating bull and bear markets to optimizing investment strategies, it’s essential to stay informed and adapt to the ever-changing financial landscape. Explore how to master market cycles, mitigate risks, and seize opportunities for financial success in this insightful guide.

Amidst the largest wealth transfer in the history of the United States—as the Baby Boomers begin to transition wealth to younger generations—the lifetime estate, gift, and generation-skipping transfer exemption (i.e., the amount that can be gifted during life or distributed after death tax free) is set to be cut in half.

Women already command a remarkable share, steering a third of the total US household financial assets, a surprising $10 trillion. The influence women currently have is a preview of the big changes expected in the next ten years.

The economy is performing better than expected by most measures. Equities reflect this. However, they are starting to feel a bit stretched on valuation, driven by the promise of “AI”. Read the February Market Commentary for a detailed overview of the situation.

Hyper-customization, by its very nature, demands a higher degree of monitoring and active management. At Stableford, this is embraced as an essential aspect of our wealth management services. The more customized a portfolio is to an individual’s unique needs, the more dynamic and responsive its management must be.

Things are going well, no doubt. But is all as well as it seems? Once again equities are very narrow, with a handful of large capitalization stocks leading the charge. Read the January Market Commentary for a detailed overview of the situation.

Navigating risk is an unavoidable aspect of investing. However, you can build your legacy while effectively managing that risk with the right strategy. The concept of risk-adjusted returns measures an investment’s return against the risks taken to achieve it. This helps investors gauge whether the risks they are taking are commensurate with the expected outcome. […]

Entrepreneurs and small business owners can use these five tax tips for the self-employed to help you save the most on taxes. Making strategic purchases, automating bookkeeping, and taking advantage of deductions can all provide better personal tax returns. A tax professional like those at Stableford Capital can simplify the process and find additional ways to save.