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Stableford Capital Insights
Explore the latest market updates, company news, and helpful resources from your Stableford team.
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Stableford Market Commentary January 2024
Stableford Market Commentary December 2023
Stableford Market Commentary October 2023
Stableford Market Commentary September 2023
Stableford Market Commentary: October 2022
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Articles
Benefit from 2020 Tax Changes with Stableford Capital’s New eGuide
August 28, 2020
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Posted in
Financial Planning
Tax
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Written by
Mark Barone
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Written by Stableford Capital
Mark Barone
Many people cringe at the thought of tax preparation. But this year, the 2020 tax changes may turn a lot of frowns upside down because there are many tax benefits for individuals and business owners alike. But there are also many reductions that can derail the added benefits. Find out how the Tax Planning and Tax Code Reforms eGuide shares all the changes so you can be prepared to maximize your benefits.
How to Leverage Life Insurance in a High Net Worth Estate Plan
August 19, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Nikki Sutcliffe
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Written by Stableford Capital
Nikki Sutcliffe
High net worth individuals who leverage life insurance give themselves access to the cash value of the policies. You can borrow against life insurance accounts or use it to invest. You can also pass along the cash value of a permanent life insurance tax-free through gifting under $15k or irrevocable life insurance trusts.
Stableford Market Commentary: July 2020
August 5, 2020
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
How are recent volatile activities – such as declines in the equity and fixed income markets, pandemics, civil unrest, politically polarized citizens, international discord – impacting market outlook? Stableford Capital’s leaders take the markets’ temperature and advise investors on what to look for.
The Dollar's Reign as the World's Reserve Currency is Under Threat: Talk of a Debased Currency
August 2, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
|
Written by
Andrew Brinkman
|
Written by Stableford Capital
Andrew Brinkman
As the dollar continues to slide – and gold prices rise, some strategists are warning about the threat of a debased currency. They cite the latest round of stimulus and fiscal policy measures, and point to gold as the best option for a reserve currency. Gold prices continue to surge, while the U.S. debates next steps for keeping the economy out of stagnation.
How Disney Influences a Financial Investment Firm's Approach to Service and Quality
July 30, 2020
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Posted in
Articles
Asset Management
Financial Planning
Investment
Investment Strategy
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Written by
Andrew Brinkman
|
Written by Stableford Capital
Andrew Brinkman
Learn how Stableford Capital leaders create magic for clients by acting as a fiduciary. This means Stableford, a financial investment firm is ethically bound to act in clients’ best interests. Not only do they make decisions to maximize customer returns, they handle every aspect of clients’ trades and monitor all buying and selling transactions.
Working Remote Challenge: How to Communicate Effectively on Video Conferences
July 14, 2020
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Posted in
Asset Management
Business
Financial Planning
Investment
Investment Strategy
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Working remote has been commonplace in nearly every industry since the onset of the COVID-19 pandemic. While this allows for more freedom and flexibility in some areas, it also creates challenges in others. With video trumping text communication as the best way to replace to in-person meetings, there are some specific dos and don’ts to communicate effectively on video.
Stableford Market Commentary: June 2020
July 9, 2020
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Posted in
Asset Management
Investment
Investment Strategy
Market Commentary
The Market
|
Written by
Justin Thomas
|
Written by Stableford Capital
Justin Thomas
How are recent volatile activities – such as declines in the equity and fixed income markets, pandemics, civil unrest, politically polarized citizens, international discord – impacting market outlook? Stableford Capital’s leaders take the markets’ temperature and advise investors on what to look for, including how to find value investments. Learn more.
How Does Stableford Use Technical Analysis in Its Investment Management Strategies?
June 18, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
|
Written by
Jim Patterson
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Written by Stableford Capital
Jim Patterson
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).
How the Stableford Way Takes a Fiduciary First, Client Centric Approach
June 17, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Nikki Sutcliffe
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Written by Stableford Capital
Nikki Sutcliffe
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.
10 Asset Management Questions to Ask Before You Hire an Investment Firm
June 10, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
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.
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