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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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Articles
Will Business Artificial Intelligence Affect Your Financial Future?
September 15, 2019
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Posted in
Asset Management
Business
Financial Planning
Wealth Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
While it’s clear that technology advancements have many benefits, there are also downsides and times when human interaction should take precedence. Building a solid human-machine relationship is critical to reaping the best benefits of business artificial intelligence while keeping a personal touch. We’ll cover three things that make AI an easier prospect.
Stableford Market Commentary: August 2019
September 11, 2019
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Posted in
Asset Management
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 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.
Dear Business Roundtable: We Have Some Questions
August 31, 2019
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Posted in
Market Commentary
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
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?
How to Manage Your Family’s Wealth: Use Stableford as Your Family Office Partner
August 11, 2019
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
|
Written by
Andrew Brinkman
|
Written by Stableford Capital
Andrew Brinkman
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.
Stableford Market Commentary: July 2019
August 9, 2019
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Posted in
Asset Management
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 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
Use a Family Office to Target Your Financial Goals
July 26, 2019
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
|
Written by
Andrew Brinkman
|
Written by Stableford Capital
Andrew Brinkman
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.
Keep Calm and Invest On … But Carefully
July 22, 2019
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Posted in
Business
Financial Planning
Investment
Investment Strategy
The Market
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
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.
Stableford Capital Market Commentary: June 2019
July 10, 2019
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Posted in
Market Commentary
The Market
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Written by
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Written by Stableford Capital
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.
How to Make Bonds Part of Your Smart Investing Strategy
June 28, 2019
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Wealth Management
|
Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
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
June 7, 2019
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Posted in
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 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.
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