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 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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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

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.

1 week ago

2021 May Be a Good Year for Investors: Market Commentary from Cabana’s CEO – April 13, 2021

Equity markets continue to push through to all-time highs. The S&P 500 is now right at +10% year-to-date. Cyclical sectors, including energy, financials, industrials, and transportation, remain the leaders. By no means is the bull market limited to these areas, but these are the beneficiaries of a newly minted bull market. Demand side growth is… Read the full article.

1 week ago

Preparing Your Post-Pandemic Financial Playbook

Many, if not all, of us were surprised by the dramatic impact of COVID-19 on our everyday lives. The impact was felt across the social and economic spectrum and spurred some unprecedented governmental aid and spending. This aid came in the form of stimulus packages for individuals and small businesses that could amplify the country’s… Read the full article.