Stableford Capital Insights

The start of a new year is the perfect time to evaluate your finances to see how you are doing in terms of spending, saving, investment performance, and long-term planning. To continue keeping your financial health in check, there are things you should keep up on throughout the year. We’ve created an easy to follow quarterly financial to do list to help you stay the course en route to your financial goals.

Equities rebound, defensive rotation under the index headline return and nominal rates increase in December. The December Stableford Marketing Commentary explains it and more.

As the year closes and you are looking at your taxes, consider these tax implications for 2022. Check back here in the coming months for the latest tax and estate changes that can affect your investments.

What’s behind the bounce back of equities, the rise in nominal rates, and the gap between real rates and nominal rates? And, what does it mean for future investments and the economy? Are we in for strong growth or a slowdown? The October Stableford Marketing Commentary explains it and more.

What’s behind the bounce back of equities, the rise in nominal rates, and the gap between real rates and nominal rates? And, what does it mean for future investments and the economy? Are we in for strong growth or a slowdown? The October Stableford Marketing Commentary explains it and more.

The Stableford Market Commentary shares what September markets indicate for future returns. Read on to discover the impact and likelihood of ongoing inflation, high valuations, and decelerating growth to help determine whether to adjust your position in the short- and long term.

As the summer closes, there are two news items that are expected to impact the markets. The first is the message from the federal government that they intend to taper its bond purchases. The second is the negative Michigan Consumer Sentiment survey about consumer confidence. Learn how each will likely affect the market to prepare for the coming changes.

What you should know about the Green Book tax proposal – the first retroactive capital gains increase in U.S. history that may have far-reaching consequences. This is the first installment of Mark’s Corner – estate and tax news you can use. Check back here in the coming months for the latest tax and estate changes that can affect your investments.

Since its introduction in 2009, cryptocurrencies like bitcoin have skyrocketed in both popularity and value. Now as the Fed and other financial institutions consider a digital dollar, what is the future of cryptocurrency in terms of a financial investment strategy? This largely depends on where you draw the line between gambling and investing.