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5 years ago

Cabana Retirement Solutions: 2019 Savings Limit Increased and Hardship Rule Changes Proposed

It is with great excitement that in 2018 we expanded our list of services to include group retirement plan consulting and fiduciary investment management through Cabana, LLC d/b/a Cabana Retirement Solutions (“CRS”). Our holistic retirement plan consulting approach will help organizations that offer and manage retirement plans for their employees by providing fiduciary guidance and… Read the full article.

6 years ago

2018 in Review: A Must Read for Cabana Clients

I would like to start this market commentary off by thanking all of our clients for their support and trust in us. I got into this business because of a series of unfortunate events that occurred when my family trusted a professional adviser and bank. I saw my grandfather’s estate cut in half during the… Read the full article.

6 years ago

4 Last Minute Tips to Save on Your 2018 Taxes

There are only a few business days left in the year, but still time to reduce your 2018 tax bill. Below are a few simple, easy things you can do now to save money later. 1 Maximize Retirement Savings – The most obvious move to make is to maximize your 401(k) contribution for 2018. The… Read the full article.

6 years ago

Tactical Asset Allocation in 2018’s Volatile Market

2018 has been a remarkably difficult year for market investors worldwide. No major asset class has gained more than 5% year to date, and most are significantly in the negative. I read an article last week by Ned Davis Research, which examined this in detail. The result is that we are experiencing the worst year… Read the full article.