Stableford Capital Insights

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

Keep Calm and Invest On … But Carefully

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.

How to Make Bonds Part of Your Smart Investing Strategy

a financial advisor to make bonds a part of market strategy - Stableford Capital

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.

Stableford Capital Market Commentary: May 2019

Stableford Capital Market Commentary NY Stock Exchange Building

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.

Family Wealth Management: How to Transfer Wealth to Your Children

family wealth management and wealth transfer

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.

Legacy Planning: Why a Living Will is So Important for You and Your Loved Ones

Couple meeting with financial advisor to review living will and legacy planning documents - Stableford Capital

Creating a legacy means planning for all aspects of the future, and a living will is the best way to take the guesswork out of your medical care. Stableford receives numerous questions on the living will topic each year. We’ve asked Nikki Polistina, Director of Client Relations and CERTIFIED FINANCIAL PLANNER™ to respond to a few of the most frequently asked questions in this article.

Creating a Trust for the Modern Family: Estate Planning You May Have Never Considered

Grandparents with heirs seek trusts Stableford Capital insights

Modern families want (and need) modern estate planning solutions. It’s no longer a “one size plan fits all” scenario where wealth follows marriage and blood lines. You want your trusts and wishes to reflect your journey at its current path while keeping an eye on the future. Trusts help you and your family – whomever it includes – enjoy the wealth that you’ve spent your lifetime accumulating.

What Connection is there between Stableford Financial Services Leadership and Scouts of America?

Perseverance, discipline, motivation, and accountability are four values highly regarded by Stableford Capital financial services leadership, as well as an Eagle Scout. Stableford Capital sponsored a special evening for the leaders of The Arizona Agave District Scouts of America awards ceremony. Nathan Faldmo, Director of Advisory Services, an Eagle Scout since the age of 14, was MC.

What Are the 6 Most Important Aspects of Estate Planning?

Most important aspects of estate planning - meeting with a financial advisor - Stableford Capital

You have spent your lifetime building your estate, investing funds, allocating assets and planning for the future. Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.

2019 Tax Planning Strategies with New IRS Contribution Limits

Tax Planning Strategies - Stableford Capital Blog

On the heels of the Tax Cuts and Jobs Act, and as the new year approaches, the IRS has published changes to contribution limits for the tax year 2019, reaffirming that change is inevitable. Understanding the changes made to tax laws as they happen should be an essential part of your tax planning strategies. Stableford Capital’s tax services can help prepare you to comply with the changes and maximize the benefits of your personal tax return or business tax preparation – it’s not what you make, it’s what you keep.

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