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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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Why Your Insurance Planning Should Include Health Savings Accounts
March 18, 2020
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Posted in
Asset Management
Financial Planning
Investment Strategy
Wealth Management
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Written by
Nathan Faldmo
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Written by Stableford Capital
Nathan Faldmo
Health Savings Accounts’ triple-tax benefits make them appealing to high-net-worth investors and others who want to pay for healthcare expenses, save on taxes, and have an additional way to help fund retirement. HSAs should be part of your insurance planning discussions with your financial advisor.
Stableford Market Commentary: February 2020
March 10, 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
The S&P 500 declined 8.4% during February to close down 8% year-to-date and remains at similar levels through March 6. The US-Sino trade-détente and global-growth euphoria that began last September peaked during February and has been replaced with global contagion fears (double entendre).
Four Financial Planning Strategies for the Self-Employed
March 6, 2020
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Posted in
Asset Management
Financial Planning
Investment Strategy
Wealth Management
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Written by
Nikki Sutcliffe
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Written by Stableford Capital
Nikki Sutcliffe
Starting your own business is both rewarding and challenging – it also presents a unique set of challenges for financial planning. The four financial planning strategies for the self-employed to consider include setting up a retirement account, funding it, insuring your business and seeking support. At Stableford Capital, we take an integrated advisory approach and look at your entire financial situation when mapping out your financial plan.
How to Leverage the Artificial Intelligence Disruption to Help Investment Opportunities
February 27, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
While the benefits and risks must be weighed with caution, it is clear that artificial intelligence has paved the way for some interesting opportunities and implementation can be leveraged to the benefit of financial professionals and investors. The artificial intelligence disruption benefits financial professionals and investors by providing more accurate numbers while saving time and money.
Stableford Market Commentary: January 2020
February 10, 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
The S&P 500 declined 1.9% during January, though it hit an all-time high on January 22 and has bounced to similar levels as of February 5. The run-up to all-time highs is largely explained by the Fed’s stealth Quantitative Easing (QE) program, as well as anticipation of better economic conditions following the détente in the US-Sino trade war.
Tax Planning for the Tax Code Reforms: What You Need to Know
January 30, 2020
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Posted in
Financial Planning
Investment
Investment Strategy
Tax
Wealth Management
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Written by
Mark Barone
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Written by Stableford Capital
Mark Barone
You may have questions about how the changes to the tax code will affect your personal tax return this year. Some of the changes may be beneficial, while others may have some extensive effects on your return. Knowing the changes and how best to maximize your investments will smooth the way into tax planning season. Will the changes in tax code change the way you prepare your personal tax return? Here’s what you need to know as we go into tax planning season.
The SECURE Act: How to Maximize Advantages from Congress’ Change to Retirement Finances
January 22, 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
The recently-passed Setting Every Community Up for Retirement Enhancement Act may change the way people save, and use, retirement funds. The Act comes with some changes that are worth taking advantage of—and some that are worth being aware of. As this took effect January 1, 2020, be sure to discuss possible impacts to your retirement planning with your tax professional soon.
Stableford Market Commentary: December 2019
January 6, 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
The S&P 500 increased 6.4% during December, driven by the US – China preliminary trade deal and continued Fed stealth Quantitative Easing. While some of the details still need to be worked out with China, there seems to be a détente for now. This break allows markets to view the world order through rose colored glasses.
How to Save Millions on Your Personal Tax Return with this Loophole
December 27, 2019
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Posted in
Asset Management
Financial Planning
Tax
Wealth Management
|
Written by
Mark Barone
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Written by Stableford Capital
Mark Barone
Big news for small business—if you have shares of stock in a company valued at less than $50 million, you might be eligible to exclude over $10 million in taxes when sold. Qualified small business stock, or Section 1202 stock, can save you millions on your personal tax return. If you suspect you have left millions of dollars on the table at tax time, talk to an experienced accountant about using this exclusion next year or pursuing an amendment for a refund. Among our many integrated advisory services, Stableford Tax offers Tax Planning to help evaluate potential exclusions such as this on personal tax returns.
Which is Best: Index Fund Investing Strategy or a Stock Investing Strategy?
December 18, 2019
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Not all investment strategies are created equal, or yield the desired high returns with low risk. While an index fund investing strategy may be appealing in its ease of use and promised diversification, there are often hidden downsides. Index funds alone may not be the most efficient way to grow your wealth. Here we evaluate the different benefits of investing in index funds versus single stocks, as well as the often unforeseen pitfalls of mutual funds.
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