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Did you know you can receive a tax credit just for participating in your employer-sponsored retirement plan? Most people don’t! In fact, only 1 in 8 who are eligible actually take advantage of it. If you contributed to your company’s 401(k) or 403(b) plan in 2018, you could be eligible. If you qualify, you may… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the weeks ahead from Chadd Mason, Cabana CEO and co-founder. U.S. and international equity markets closed out January up more than 5% for the month. The rebound from the December 24th low is now close to 10%. Sharp rallies from oversold… Read the full article.
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.
Below is a snapshot of last week’s market performance and what to watch in the weeks ahead from Chadd Mason, Cabana CEO and co-founder. Over the past week, we saw equity markets churn right in the middle of a huge area of overhead resistance. This is to be expected given the bounce we saw off… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the weeks ahead from Chadd Mason, Cabana CEO and co-founder. Equity markets continue to rebound from the December 24th low. The S&P 500 (SPY) has recouped more than half of its December losses. The index stands 5% below the December 1… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Over the past week, equity markets have continued to bounce from extremely over-sold conditions. This was expected, and those assets that were hit the hardest the past few months have outperformed…. Read the full article.
Below is a snapshot of 2018’s performance and what to watch in coming year from Chadd Mason, Cabana CEO and co-founder. Looking back on 2018… Equity markets ended the year down across the board. International markets fared the worst, all down double digits. U.S. markets performed best of all, but still finished with the worst… Read the full article.
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.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. I would like to start this week’s commentary off by thanking all of our clients for their support and trust in us. I got into this business because of a series… Read the full article.
Whether it’s exchanging ugly tree ornaments or making latkes, we all have holiday traditions that we look forward to year after year. Traditions come big and small and each family has a way of putting a unique twist on holiday favorites to make them their very own. What brings you feelings of joy, comfort and… Read the full article.
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.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. U.S and international equity markets continue to take a drubbing. Since October 1, 2018 the S&P 500 is down almost 13%, the Nasdaq is down 16% and the ACWI world equity… Read the full article.
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.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Just when I thought the October lows in equity markets had held and we were in for a shot at a Christmas rally, bond yields collapsed, sending stocks diving back to… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week markets (both equity and bond) responded positively to remarks from Federal Reserve Chairman Jerome Powell, which indicated that rates are close to “neutral”. Investors took that to mean that… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week equity markets continued their seven week slide. Thanksgiving did not bring any holiday relief and the October lows are being tested again. All major indices are well below their… Read the full article.
Family, Friends, Good Health, Great Food, and Football! Since 1863, Thanksgiving has been a time for gratitude, celebration and reflection. In honor of the holiday, we asked our CFO, Louis Shaff, to share what Thanksgiving means to him, and what he is especially grateful for this time of year… In giving some thought to this… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. U.S. equity markets ended last week down despite a rally mid-week. As of Friday, the S&P 500 was down 1.2%, the Dow was down 2.3% and the Nasdaq was down 1.9%… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. True to form, equity markets have begun the process of bouncing from oversold conditions, which developed during the October sell-off. I discussed last week the importance of stock indices regaining their… Read the full article.
Below is a snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. U.S. stock markets closed out the month of October with the largest monthly losses we’ve seen in more than six years. All of 2018’s gains were essentially wiped out over just… Read the full article.
