Stableford Capital Insights

After one- and one-half years of raising rates, the fed is finally getting the slowing economy it wants. But is it too much? Read the September Market Commentary for a detailed overview of the situation.

Women already command a remarkable share, steering a third of the total US household financial assets, a surprising $10 trillion. The influence women currently have is a preview of the big changes expected in the next ten years.

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.

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.

Investment firms like Stableford Capital pursue GIPS compliance to be able to provide accurate investment performance across the board. By claiming compliance with GIPS investors can better compare Stableford’s investment performance to other firms internationally.

For investors, it can be difficult to know if an investment firm is presenting fair and accurate performance. GIPS compliant firms adhere to a global standard to measure performance and offer objective data that helps potential investors compare across markets, languages and processes. GIPS compliance aids in investment performance transparency.

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.

In Stableford strategies, technicians analyze fundamental and value factors to inform the entire portfolio picture. A good technician enhances both the fundamental and macro aspects of the investment management strategy. Similar to warning lights on your car’s dashboard, the technician focuses on confirming the narrative trends (dark dashboard), noting when the technical trends are no longer moving in unison with the consensus narrative (warning light).

Thanksgiving brings about a season of giving thanks and joy – of feasting and football, including the Stableford Turkey Bowl! We are thankful to be able to work with and for such extraordinary people. And one of the most important things we can help give to our clients at this time of year is peace of mind. By continuously watching the ever changing investment environment, and providing timely information through our market blasts, we proactively look ahead to help ensure the unexpected doesn’t interfere with the life they planned.

Five years ago, many outsiders said it could not be done. They thought there was no way ‘another’ registered investment advisory could stand toe-to-toe with the older Private Wealth Management firms and Banks. Five years ago, our founder realized that Financial Advisors, their tools and vehicles were undergoing the most profound change the Financial Industry had seen in thirty-years. In order to be a part of the next generation, Stableford would have to address five areas: authentic portfolio management of individual stocks, custom tax and ESG solutions. index-replication technology and zero bound trading costs. Well, we proved the skeptics wrong, and not only are we going strong, we are exceeding expectations.