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 operates on a different investment philosophy from other financial advisory firms: adjusting based on market environment and client need. To do this we have to constantly assess risk and maintain open communication with clients – during both up and down markets. Stableford is not a manager of managers and the investment strategies are all proprietary.