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4 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.

4 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
4 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.

financial advisor
4 years ago

The Week in Review: Performance updates from Cabana’s CEO – August 15, 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 August 14, 2017 and is presented net of advisory fees and commissions. All portfolios were down for the week ranging from -0.12% (Conservative) to -0.95% (Balanced)…. Read the full article.

legal
4 years ago

Cryptocurrencies: Will They Change the World?

Cryptocurrencies are one of the hottest topics of 2017 in both finance and technology, but what are they? Cryptocurrencies, like Bitcoin, are a form of decentralized digital cash and can be used to purchase anything from a pizza to a car. There is no central regulating body to govern a cryptocurrency. Every single transaction or… Read the full article.

financial advisor
4 years ago

The Week in Review: Performance updates from Cabana’s CEO – August 1, 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 July 31, 2017 and is presented net of advisory fees and commissions. Cabana Portfolios were mixed for the week, although all were generally flat. The Conservative, Growth… Read the full article.

comprehensive financial planning
4 years ago

Why Should You Save When You’re Young?

Why should you save when you’re young? Well, who better to ask than one of Cabana’s youngest? – our intern, Andrew Henn. Wish to retire early? Who doesn’t? I have always been taught to save as much money as I can – whether it was birthday money, Christmas or graduation my parents discouraged spending and… Read the full article.

financial advisor
4 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 11, 2017

Market insight and a highlight of Cabana’s year-to-date performance 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 July 10, 2017 and is presented net of advisory fees and commissions. Performance was mixed over the… Read the full article.

financial advisor
4 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 4, 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 July 3, 2017 and is presented net of advisory fees and commissions. All portfolios were down for the week between -1.34% (Conservative) and -.32% (Alpha Income)…. Read the full article.

comprehensive financial planning
4 years ago

The long-awaited DOL Rule: What does it mean for you?

The Rule: You’ve heard it on TV, you’ve read it in the news, your friends and colleagues are talking about it, now we’d like to you understand it. On June 9, 2017 – just over two weeks ago – the long-awaited DOL Rule was put into effect, with a grace period for compliance by investment… Read the full article.