Stableford Capital Insights

Growth vs Value stocks is a story of a glamorous and sexy sister and her plain, steady and reliable sibling. It turns out the latter may be the smart choice as our economy looks toward a post-pandemic recovery.

Big news for small business—if you have shares of stock in a company valued at less than $50 million, you might be eligible to exclude over $10 million in taxes when sold. Qualified small business stock, or Section 1202 stock, can save you millions on your personal tax return. If you suspect you have left millions of dollars on the table at tax time, talk to an experienced accountant about using this exclusion next year or pursuing an amendment for a refund. Among our many integrated advisory services, Stableford Tax offers Tax Planning to help evaluate potential exclusions such as this on personal tax returns.

Not all investment strategies are created equal, or yield the desired high returns with low risk. While an index fund investing strategy may be appealing in its ease of use and promised diversification, there are often hidden downsides. Index funds alone may not be the most efficient way to grow your wealth. Here we evaluate the different benefits of investing in index funds versus single stocks, as well as the often unforeseen pitfalls of mutual funds.