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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
Stableford Market Commentary: May 2020
June 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
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.
The Stableford Difference: A Unique Investment Philosophy
May 16, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Tax
|
Written by
Nathan Faldmo
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Written by Stableford Capital
Nathan Faldmo
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.
Stableford Market Commentary: April 2020
May 8, 2020
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Posted in
Asset Management
Investment Strategy
Investment
Market Commentary
The Market
|
Written by
Justin Thomas
|
Written by Stableford Capital
Justin Thomas
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%.
Maximizing Loan Forgiveness Under the Paycheck Protection Program
May 4, 2020
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Posted in
Asset Management
Business
Tax
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Written by
Mark Barone
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Written by Stableford Capital
Mark Barone
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.
How to Manage a Productive Workforce While Working Remotely: 5 Tips You Can Use
May 1, 2020
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Posted in
Business
Financial Planning
Investment Strategy
Tax
Wealth Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
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.
How Stableford Capital’s Diverse Culture Enhances Your Investment Experience
April 21, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Tax
|
Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
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.
What is an Ethical Will and Why You Might Want One
April 17, 2020
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Posted in
Financial Planning
Wealth Management
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Written by
Nathan Faldmo
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Written by Stableford Capital
Nathan Faldmo
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.
Stableford Market Commentary: March 2020
April 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
We’re never happy with negative returns but we are happy when we are able to preserve your capital. On a relative basis, that is what we have done. The losses in our strategies are a fraction of the overall equities markets and a 60/40 mix of equities and fixed income. This is why we are proponents of the active approach to investing. It’s times like these when being prudent and risk-averse matters.
Tax and Retirement Deadline Updates Due to COVID-19
March 28, 2020
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Posted in
Press / News
Retirement Accounts
Tax
|
Written by
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Written by Stableford Capital
Many of you are adjusting to the changes all of us are making because of the Covid-19 crisis. The leadership at Stableford continues to monitor the rapidly changing situation as it evolves and we remain vigilant in our ongoing efforts to help you navigate the unprecedented challenges we all face. This article is a summary of some of the most important information that we believe you will want to know regarding the Cares Act and updates to tax deadlines and retirement accounts.
Women Investors: How to Achieve Financial Independence Now and into the Future
March 25, 2020
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Posted in
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
Women’s finances are on an upward trend. Financial planners are now designing investment plans to meet the needs and expand the opportunities leading to financial independence for women. As women begin to build more wealth, women investors are looking to achieve financial independence, often out-earning men in their portfolios.
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