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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.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – September 19, 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 18, 2017 and is presented net of advisory fees and commissions. All Cabana Portfolios were up over the past week, apart from the Conservative and… Read the full article.

wealth management
3 years ago

When the Market is Up We Still Have Work to Do

We are pleased to say that we have had yet another positive year of returns so far in 2017. And while that is good news for most, it doesn’t mean we can just sit back – there is still work to do. Three key things come to mind that advisors and clients should be actively… Read the full article.