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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
What is Risk Management: Factoring in the Market
April 24, 2018
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Posted in
Asset Management
Business
Financial Planning
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Stableford Capital addresses the “what is risk management” question clearly with a financial philosophy that limits risks to protect investments from “random” market conditions. Investment advisors adjust strategy to maintain low risk conditions, and limit the downside which is the key to asset protection.
Stableford’s 2018 Strategic Planning Update
March 28, 2018
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Posted in
Business
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
You can’t know where you are going if you don’t appreciate where you’ve been. Part of Stableford’s 2018 strategy planning summit included a look back at our progress and accomplishments of 2017, as well as creating more benefits & ease of experience for our clients in the future.
Investment Options: What is the Trifecta of Portfolio Construction?
March 16, 2018
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Posted in
Asset Management
Financial Planning
The Market
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Is a top down, big picture investment strategy better than choosing specific bottom up investment options? Stableford Capital combines experience, a keen understanding of economic fundamentals and a fiduciary’s responsibility to put clients first to advise them to select the best investment options for their goals.
Who Benefits from 2018 Tax Updates?
March 3, 2018
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Posted in
Business
Financial Planning
Tax
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
If you file a tax return, you will be affected by the Tax Cuts and Jobs Act of 2017. This major tax reform makes changes across the board, from shaking up the seven individual tax brackets to classifying businesses. Those who will likely be affected most are business owners, since many of the 2018 tax updates change business tax preparation. Small business owners, including S corps and LLCs will be breathing a sigh of relief, while pass through organizations like consultants may be a less happy.
Why Your Business Tax Return May Look Different in 2018
February 13, 2018
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Posted in
Business
Financial Planning
Tax
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
Taxes and tax laws may seem like a moving target as we move into tax preparation season. Once you get them down and file accordingly, the laws change and you have to adjust your plan. And that will once again be the case with the recent Tax Cuts and Jobs Act (Sec. 199A), which is the first major tax reform in over 30 years. Learn about the deduction conundrum and how to treat business income that’s passed on to you as an individual.
Tax Preparation: How will the Recent Tax Law Change Impact Your Business Tax Return?
February 9, 2018
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Posted in
Business
Financial Planning
Tax
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
Taxes and tax laws may seem like a moving target as we move into tax preparation season. Once you get them down and file accordingly, the laws change and you have to adjust your plan. And that will once again be the case with the recent Tax Cuts and Jobs Act (Sec. 199A), which is the first major tax reform in over 30 years. A key to the new tax laws are the business restrictions. Learn all you can to protect yourself , your business and your assets as you maximize your returns.
Volatility and Robo Advisor Web Issues Will Likely Usher in Active Asset Management
February 7, 2018
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Posted in
Asset Management
The Market
Uncategorized
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Investors have been excited by the new robo-advisor trend, and while it certainly may be right for some, those with higher net worth, more complex investment portfolios, or those who don’t feel comfortable with a do-it-yourself option should consider an investment firm that will partner with you to help you achieve your financial goals. A consultative financial approach keeps you, the investor advised on the changes in the market and how to adjust to them to protect and manage your assets.
Retirement Planning: 3 Things to Know Before You Take Your First Distribution
December 18, 2017
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Posted in
Asset Management
Financial Planning
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Written by
Nikki Sutcliffe
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Written by Stableford Capital
Nikki Sutcliffe
Retirement planning is rarely simple. You need a sophisticated strategy that incorporates realistic future expenses and the increase in income tax from distributions. As with most things, having a better understanding of all aspects of your retirement planning will help you better plan for the future. To find out where your nest egg stands and how you can keep it growing, reach out to us at 480.493.2300.
Tax Services Checklist: What Every High-Net Worth Client Should Know
November 26, 2017
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Posted in
Asset Management
Tax
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
Smart tax planning now can help you reduce the taxes you’ll owe on your investment gains, and other types of income as well. Seeking advice throughout the year, especially when you are considering a large investment or negotiating a new business deal, is an integral part of financial planning. Additionally, tax efficient investing is an important driver of portfolio return and can put a cap on certain types of expenses.
Active vs Passive: Professional Investment Management
October 13, 2017
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Posted in
Asset Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
What is the difference between trading vs. investing or active vs. passive professional investment management? Active management to Stableford Capital means constant attention to the portfolio construction process (this is not to be confused with trading). It means that to have risk-adjusted returns you need to have a tactical allocation to your portfolio.
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