In Stableford strategies, technicians analyze fundamental and value factors to inform the entire portfolio picture. A good technician enhances both the fundamental and macro aspects of the investment management strategy. Similar to warning lights on your car’s dashboard, the technician focuses on confirming the narrative trends (dark dashboard), noting when the technical trends are no longer moving in unison with the consensus narrative (warning light).
As a fiduciary, Stableford Capital is held to the highest standard of care and always puts clients’ best interests first. The registered investment advisor firm does this by offering integrated advisory services – advisory, tax and investment all under one roof – and keeping constant communication with clients. Every recommendation is explained and clients are educated on the process.
While hiring an asset management firm can be a major undertaking there are a few points to narrow in on to find the right firm for you. Get to know the advisor and his or her experience. Make sure the interest is reciprocated. Is the advisor client-focused, responsive, and does he or she really listen? Then find out about the firm’s investment philosophy and how often your portfolio will be reviewed.
Why the big equity bounce that seemingly ignores bad news from trade wars, protests, and civil unrest in May 2020? We’ve seen the bottom in economic data, so the news is just getting better from an earnings perspective. Equities are forward-looking, pricing off future expected earnings.
Stableford operates on a different investment philosophy from other financial advisory firms: adjusting based on market environment and client need. To do this we have to constantly assess risk and maintain open communication with clients – during both up and down markets. Stableford is not a manager of managers and the investment strategies are all proprietary.
After dropping 30% from the start of the year the low in March, the S&P 500 has rebounded 30% off the March 23 low, and nearly 13% in April to end down roughly 10% year-to-date. The 10 yr. US Treasury remained largely flat during April, closing the month with a yield of 0.64%.
Many companies that were approved for the Paycheck Protection Program (“PPP”) have already received the loan disbursements and we expect many more awaiting funds to receive them over the next few weeks. The most attractive feature of the Paycheck Protection Program is the loan forgiveness. In order to take advantage of this feature, we recommend that companies should prepare to use these funds in a way that will maximize the loan forgiveness amount. Here we provide a list of actions to help do this.
Before the COVID-19 pandemic, working remotely was picking up speed and many companies were already practicing it on some level, including Stableford Capital. Now with stay at home mandates, it is the new normal for most industries, companies and workers. Financial firm performance management is changing in light of the new working environments, and the changes are likely to stay in effect long after the crisis.
From certified financial planners to analysts, strategists, and advisors, Stableford staff utilizes their diverse backgrounds to create a unique culture. The integrated advisor approach takes the middleman out of communication, buys, and sells. This, on top of the various perspectives and institutional experience of each member of Stableford leadership, leads to a well-rounded and gratifying investment experience for clients.
When considering your legacy and future of your family, you likely think of it in terms of trusts, asset management and powers of attorney. An ethical will goes a step beyond traditional wills to include more personal details and is an excellent complement to any estate plan. If you see an ethical will as a valuable part of your legacy, it’s never too early to start writing one.