Perspective amidst the COVID-19 pandemic and economic disruption.

We have compiled a collection of resources, announcements and blog posts on the current market and our process to keep clients and advisor partners informed during this unprecedented time.

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Target Drawdown Professional Series

We combine an enhanced investment solution with technology, communication and a service-oriented team in our Target Drawdown Professional Series.

A premium Target Drawdown solution and suite of services available exclusively to partner firms and advisors.

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Target Drawdown Professional 7, 10, 13 and 16

As of 6/30/2020, these funds are rated five stars overall by Morningstar Inc. The Target Drawdown Professional Series is part of Morningstar’s Tactical Allocation category, which is made up of 310 total funds.

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Cabana Asset Management claims compliance with the Global Investment Performance Standards (GIPS) and all of its portfolio composites are third-party examined consistent with GIPS.

Important disclaimers and information regarding award ranking methodology can be found here.

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Our active portfolio management and time-tested investment approach, coupled with professional back-office support, will give you the tools to grow your business, improve retention and help more clients, while we do the rest.

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Unlike traditional financial services firms, we ensure that everyone - from your CPA to financial advisor and attorney - is working toward the same goal. We believe that coordination of advisors is the key to client protection, planning and success.

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What’s new?

Explore our blog to read up on the latest news within our firm and beyond.

1 day ago

Is Today’s Stock Market Just a Reflection of Ourselves?: Market Commentary from Cabana’s CEO – October 28, 2020

On October 12, the broad U.S. equity market (SPY) came within a whisker of its all-time high reached less than six weeks earlier. The positive stock performance was based on hopes for improving corporate earnings going  forward, an additional stimulus package, and Covid-19 having taken a backseat in our country’s collective conscious. Since then, we have… Read the full article.

1 week ago

Markets Drop Among Hope for Positive News: Market Commentary from Cabana’s CEO – October 19, 2020

Volatility continues and all major U.S. indices have dropped back to their respective 50-day moving averages. This follows a week of steady selling. The S&P 500 has dropped nearly 4% in that time. Third quarter earnings season is in full swing. As we have pointed out, companies across the board are doing better than was… Read the full article.

2 weeks ago

Tech Stocks Lead Monday’s Market Rally: Market Commentary from Cabana’s CEO – October 12, 2020

What a difference a week makes! We have been watching the broad equity market (S&P 500) battle to reclaim its 50-day moving average for the last three weeks. It has moved above and below that important technical level multiple times, with the most recent close above it being October 7. Since then, buyers stepped in… Read the full article.