Protected: Why Now Is the Time to Review Your Estate Plan
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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.
Federal spending was substantial in 2023, particularly late in the year. Job growth has largely centered around government and healthcare, not cyclical sectors that might indicate a path to future growth. Read the December Market Commentary for a detailed overview of the situation.
The fiscal landscape of 2023 was marked by significant policy shifts. Despite the Federal Reserve’s rapid monetary tightening, government-sponsored fiscal stimulus from pandemic policies counteracted potential negative wealth effects. This created unique tax planning opportunities, underlining the importance of staying abreast of policy changes and their implications for personal wealth.
There are plenty of uncertainties when it comes to managing your investments, but you can achieve better financial health if you take action now. Building a solid portfolio with your financial advisor is a great start. To position yourself for growth and ensure you can maintain your desired lifestyle into retirement, you should also consider a financial to-do list. While every person’s to-do list will differ slightly, we’ve outlined seven key steps and highlighted essential tax data and dates to help you get started.