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A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Domestic and international equity markets continue to suffer the impacts of the threatened trade war with China. President Trump has not only confirmed tariffs on an additional $200 billion in imported goods, but has… Read the full article.
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 August in the black. This marks five consecutive positive months for domestic equities. Interest rates remained range bound and below 3% on the 10-Year Treasury Bond. This has provided a… Read the full article.
Download a PDF of Cabana’s Third Quarter 2018 Newsletter at the following link: Cabana Third Quarter 2018 Newsletter
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 we continued the conversation on and significance of the divergence in U.S and foreign equity markets. I suggested that the difference in performance had reached extreme levels and that foreign markets needed… Read the full article.
A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. We have spent the past several weeks discussing the positives seen in the U.S. economy, coupled with the divergence in our markets and international markets. To summarize, strong earnings growth in the United States… Read the full article.
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 brought with it great earnings reports from companies here in the U.S. and a test of the January highs by the S&P 500, followed by upside breakouts in the Dow Industrial and… Read the full article.
The way we view and plan for retirement has changed significantly over the years. In the “old days”, retirement meant riding off into the sunset, inclusive of a move to Florida and hours upon hours of golf and shuffle board. Today, retirement is vastly different – people are living longer and generally are subscribing to… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on August 6, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Core Portfolios were up for the week. Our lower beta portfolios led the way,… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 30, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week, all remaining essentially flat for the second straight… Read the full article.
I can proudly state that as a young (and female) professional, very early on in my career, it seems more and more women are breaking stereotypes professionally and climbing ladders to success in all fields of work. I spent my summer surrounded by some of these women, and asked them to provide some insight as… Read the full article.
Each year Financial Advisor Magazine ranks the top 50 fastest-growing RIAs (registered investment advisors) in the country with more than $250 million in assets under management (AUM). We are honored to announce that Cabana came in at No. 1 among the 2018 top 50. With more than 925.00% growth in assets last year and just… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 23, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week. Higher beta assets are beginning to outperform, despite… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 16, 2018 and is presented net of maximum advisory fees and commissions (2%). Cabana’s Portfolios were mixed for the week. The Alpha Income Portfolio led the way with a… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 9, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Portfolios were up for the week as major markets bounced from oversold conditions. Most… Read the full article.
Many businesses are built on the passion and hard work of the initial principals. These principals rarely consider the sale of the business during its inception. Nonetheless, whether due to health, burn out, unexpected success or death, the business owner’s road often ends with the sale of the business. The following are some critical steps… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 2, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week, each ending essentially flat. The Alpha Income was… Read the full article.
Investing is easy. In fact, it is so easy that very few “professionals” can do it successfully. Confused? Let me explain. It is a mathematical and historical fact that if a person were to have simply purchased a fund representing the S&P 500, along with a fund representing the aggregate bonds issued by the U.S…. Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on June 18, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Portfolios were down for the week, consistent with the steep selloff in the broader… Read the full article.
Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on June 18, 2018 and is presented net of maximum advisory fees and commissions (2%). Numbers indicated with (+) for positive return and (-) for negative return. Cabana’s Core Portfolios were… Read the full article.
