The S&P 500 fell 1.8 % during a volatile August as the Federal Reserve’s -25 basis point move on July 31 proved too hawkish versus expectations. Yields on the 10 Yr US Treasury fell 50 basis points to 1.5% in August as well.
When a powerful group of CEOs issued a statement urging corporations to serve the needs of employees, customers, communities and suppliers – in addition to the shareholder/owners – it sparked a debate. At Stableford, the ideas brought up a lot of debate – and we got response from our clients, too about the rights of public company shareholders. What do you think?
Both individuals and ultra high net worth families can benefit from utilizing Stableford Capital as a family office partner and CFO. Stableford Capital uses integrated advisory services to collaborate and maintain focus as your family office partner and private advisory firm.
The S&P 500 increased 2.5% in July, but the real fireworks occurred after the Fed meeting July 31 through August 5. During that 4 day period the market was down 5.6%. Fixed Income had similar gyrations, with yields on the US 10 Yr Treasury falling 30 basis points from July 31 to 1.71% on August 5, after holding relatively stable for July
What if one person or investment firm could handle all of your family’s finances and assets? Paying household employees, accounting for taxes, managing assets, planning for retirement and preparing for wealth transfer… all done for you with your best interests at top of mind. Ultra high net worth investors should consider a family office to aid in aligning financial interests while working towards a clear goal.
The complexity theory argues that in natural systems, resilience increases as the systems become more complex. But for manufactured systems, becoming complicated (like our economy and globalization) means less resilience. The summer of 2019 is chock full of threats to the stability of our economy; let’s review them and go over suggestions on how to weather these bond and stock market trends.
The S&P 500 increased 7% in June, after dropping nearly the same amount in May. A spectacular turnaround driven by yet more easy money signals from the Fed. It sure is nice, if a bit excessive given the US is near full employment and inflation looks fine. As it stands now, the S&P 500 is up 18.5% through June.
Trade frictions and market volatility are on the rise. This is causing uncertainty that in turn, creates obstacles for business, consumer sentiment and spending. Investing in bonds is an excellent way to balance higher-risk assets and keep a diversified financial portfolio while earning steady income. Stableford’s experience with the different types of bonds and how they best complement your existing investments, creating a low volatile, diversified portfolio will help you plan for the future.
The S&P 500 fell 6.6% May, after topping out at an all-time high on April 30. It was up ~25% off the December 2018 lows, and 17% year to date at the high. In particular, the US economy and corporate earnings were beginning to slow. This became apparent during May as several economic indicators and economists’ models began to show the deceleration. As usual, the bond market was the first to sniff out the problem.
When meeting with our clients regarding their estate planning and family wealth management, one of the top requests is to transfer wealth to children and grandchildren. While the first thought is often to leave assets in a will or trust, why wait? A strong family wealth management plan can include gifting in the present with limited tax liabilities. Top tips to maintain control and see the benefits now.