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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
How to Protect Against Portfolio Drift
January 27, 2021
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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
It’s necessary to rebalance investment portfolios from time to time to prevent portfolio drift, or the overgrowth of one section of investments, as a strategically managed portfolio has lower risk and higher gains over time. Work with Stableford Capital for portfolio asset management to help prevent portfolio drift.
Financial Data Security: The Best Ways to Manage Your Financial Information
January 20, 2021
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Posted in
Asset Management
Financial Information
Financial Planning
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Written by
Jim Patterson
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Written by Stableford Capital
Jim Patterson
A partial social security number and other identifying information can be the key to open the vault to your most valuable assets in a cybercriminal’s hands. Online access brings convenience and higher risk, making financial data security a must to keep our information – and assets – safe.
Leadership Series: Why Developing Leadership is Critical to Business Growth
January 15, 2021
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Posted in
Asset Management
Financial Planning
Leadership Series
Wealth Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
In this first article in our leadership series, we look at why, and how to, develop leadership rather than hiring support staff. Leaders build the culture that they want to be in, and in turn that keeps employee turnover low. They also collaborate and challenge each other to improve efficiencies, leading to increased value for our clients.
Stableford Market Commentary: December 2020
January 8, 2021
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Posted in
Asset Management
Market Commentary
The Market
Investment
Investment Strategy
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Written by
Justin Thomas
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Written by Stableford Capital
Justin Thomas
Find out how the Stableford approach to 2020’s fourth quarter fared compared to market outcomes. Positioning targeted less volatility and risk than the overall market, and we participated in the upside with bets on small caps, cyclicals, and value. But we also maintained our aversion to downside risk. The Market Commentary shares news on fixed income and markets.
Working from Home? Tax Implications that May Affect Your Individual Tax Return
December 22, 2020
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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
Many workers transitioned to working from home during the 2020 pandemic. Doing so may have affected their individual tax return. Workers should verify they are filing correctly based on their current state, investigate reimbursements for home offices and learn more about filing taxes if their status has changed from W-2 employee to 1099 self-employed.
Stableford Market Commentary: November 2020
December 7, 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
It was a November to Remember! If someone told you in March that the S&P 500 would be hitting all-time highs in late 2020 while Covid-19 cases surged and offices and restaurants remained vacant, how would you have responded? Well, here we are. The S&P 500 increased 10.8% in November, an enormous move after 2 consecutive negative months. Stepping back, it makes sense: Equity markets are forward-looking. So, where do we go from here? Read more here.
Why an Investment Approach Must Include Asset Protection and Growth
December 2, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
The Market
|
Written by
Nikki Sutcliffe
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Written by Stableford Capital
Nikki Sutcliffe
Investments start with a goal in mind – to build up a fund to pay for kids’ education or build a nest egg to secure retirement income are just two typical goals. For this reason, it’s natural for the investment approach of non-professionals to place a greater emphasis on asset growth. But, as assets grow, security becomes a bigger issue. Investment professionals understand how to create the balance between growth and protection – discover why and how they do it.
How Does Behavioral Finance Affect the Psychology of Investing?
November 23, 2020
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Posted in
Asset Management
Financial Planning
Investment
Investment Strategy
Uncategorized
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Money mindset starts early in life, from parental models to media influence and advertising. This psychology of investing refers to financial habits and dictates how someone spends and saves money. Through behavioral finance, an advisor gains insight into these habits to better coach the investor on how to manage money responsibly to ultimately gain financial wellness.
Stableford Market Commentary: October 2020
November 11, 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
In the Stableford Market Commentary October 2020 the election results and Senate makeup are factors that are driving the markets. A divided government is among the better results from an equity market perspective due to a reduction in the risk of higher corporate taxes and minimizes the possibility for less a corporate-friendly cabinet appointees in the new administration.
The Digital Dollars Change in Currency Is Coming
November 6, 2020
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Posted in
Asset Management
Business
Investment
Uncategorized
Wealth Management
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Written by
Andrew Brinkman
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Written by Stableford Capital
Andrew Brinkman
Governments around the world are considering expanding their currency to include digital dollars. Using central bank digital currency will offer some benefits like direct-to-citizen payments and indisputable accounting. However, the concerns regarding inflation and technology corporation oversight is delaying immediate acceptance.
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