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3 years ago

2017 Year-End Action Items and Planning Guide

As 2017 comes to a close, we encourage our clients to stay informed and up-to-date on any and all year-end financial housekeeping. This summary addresses common year-end tax, retirement planning and estate planning strategies, in addition to a 2017 year-end state of the market. Issues and suggested actions are addressed at a general level and… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – November 28, 2017

Market insight and a highlight of Cabana’s year-to-date performance   Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close November 27, 2017 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up for the week, ranging from +0.92% (Conservative)… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – November 21, 2017

Market insight and a highlight of Cabana’s year-to-date performance    Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close November 20, 2017 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up over the past week. The Balanced Portfolio… Read the full article.

3 years ago

So Much to Be Thankful For

This year was a monumental one for the Cabana team. In just 12 months, the company’s assets under management grew by approximately 1,400 percent; we welcomed new employees, established roots in two new offices, not to mention our team members who have celebrated milestone birthdays, had babies, engagements and more! While the list of amazing… Read the full article.

3 years ago

The Yield Curve: What is it and why is it important?

The “yield curve” is simply the difference between short and long-term interest rates. Short-term rates (2-year bond) are greatly influenced by central bankers (the Federal Reserve) in their attempts to stimulate the economy, support employment and contain price inflation. Long-term rates (20-year bond) are dictated by the market and forces associated with supply and demand…. Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – November 14, 2017  

Market insight and a highlight of Cabana’s year-to-date performance Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close November 13, 2017 and is presented net of maximum advisory fees and commissions. Consistent with the broad US equity markets, all Cabana Portfolios were down slightly… Read the full article.

3 years ago

Most Americans Are Not Saving for Their Futures

It is no secret that most Americans don’t have enough savings to cover their retirement – or even costly emergencies. This has always been a problem, but it became much worse during the 2008 financial crisis, and even when people started to make money again years later, many halted their savings plans because they lost… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – October 31, 2017

Market insight and a highlight of Cabana’s year-to-date performance   Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close October 30, 2017 and is presented net of maximum advisory fees and commissions. Cabana’s primary portfolios were up for the week, ranging from +0.22% (Aggressive)… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – October 24, 2017

Market insight and a highlight of Cabana’s year-to-date performance Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close October 23, 2017 and is presented net of maximum advisory fees and commissions. Cabana’s portfolio performance was mixed this week. The Moderate, Balanced, Growth and Aggressive… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – October 10, 2017

Market insight and a highlight of Cabana’s year-to-date performance  Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close October 9, 2017 and is presented net of advisory fees and commissions. All of Cabana’s Portfolios were up over the past week. The Aggressive Portfolio led… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – October 3, 2017  

Market insight and a highlight of Cabana’s year-to-date performance  Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close October 2, 2017 and is presented net of advisory fees and commissions. All Cabana Portfolios were up for the week. The Aggressive and Growth portfolios were… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – September 26, 2017

Market insight and a highlight of Cabana’s year-to-date performance  Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is as of market close September 25, 2017 and is presented net of advisory fees and commissions. All Cabana Portfolios were down for the week ranging from -0.06% (Alpha Income) to… Read the full article.