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.

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Target Drawdown Professional 7 and 10

As of 12/31/2020, these funds are rated four stars overall by Morningstar Inc. The Target Drawdown Professional Series is part of Morningstar’s Tactical Allocation category, which is made up of 311 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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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.

3 days ago

Biden’s Tax Plan Could Impact Investors and Entrepreneurs: Market Commentary from Cabana’s CEO – May 4, 2021

U.S. equity markets finished the month of April with stellar performance. April gains were on the back a rally that began in early March after some choppy and sideways trading at the start of the year. The benchmark S&P 500 (SPY) finished up more than 11% year-to-date. Earnings continue to roll in and support the… Read the full article.

2 weeks ago

The Power of Earnings Stands Tall: Market Commentary from Cabana’s CEO – April 26, 2021

All major U.S. indices ended last week in the red, albeit only slightly. It was the first down week in the past three, and April overall has been strongly positive across the board. News of President Biden’s tax plan was the likely culprit for last week’s minor pullback. Markets sold off hard on the news… Read the full article.

3 weeks ago

Investors Shift Attention to Earnings: Market Commentary from Cabana’s CEO – April 19, 2021

Over the past week, equity markets moved higher, and interest rates continued to moderate. First quarter earnings will now be a large focus for investors in the next days and weeks. Banks kicked things off last Wednesday and reported big numbers. Goldman Sachs, JPMorgan Chase and Wells Fargo all beat estimates. As mentioned previously, FactSet is… Read the full article.