Stableford Capital Insights

Explore the latest market updates, company news, and helpful resources from your Stableford team.

Take Charge of Your Financial Health with a 2022 Financial To Do List 

businessman planning

The start of a new year is the perfect time to evaluate your finances to see how you are doing in terms of spending, saving, investment performance, and long-term planning. To continue keeping your financial health in check, there are things you should keep up on throughout the year. We’ve created an easy to follow quarterly financial to do list to help you stay the course en route to your financial goals. 

Stableford Market Commentary: August 2021

Growth vs Value Stocks - trader looking at analyzing trading charts - web

As the summer closes, there are two news items that are expected to impact the markets. The first is the message from the federal government that they intend to taper its bond purchases. The second is the negative Michigan Consumer Sentiment survey about consumer confidence. Learn how each will likely affect the market to prepare for the coming changes.

Death and Taxes: The Hidden Surprise in the Biden Green Book Tax

What you should know about the Green Book tax proposal – the first retroactive capital gains increase in U.S. history that may have far-reaching consequences.

This is the first installment of Mark’s Corner – estate and tax news you can use. Check back here in the coming months for the latest tax and estate changes that can affect your investments.

What is the Future of Cryptocurrency as a Financial Investment?

What is the future of cryptocurrency

Since its introduction in 2009, cryptocurrencies like bitcoin have skyrocketed in both popularity and value. Now as the Fed and other financial institutions consider a digital dollar, what is the future of cryptocurrency in terms of a financial investment strategy? This largely depends on where you draw the line between gambling and investing.

Mark Rehn, Tax and Estate Planning Advisor Has the Foresight to Plan and Consistency to Succeed

Mark Rehn and his wife

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.

Stableford