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We kicked off 2018 by attending the annual TD Ameritrade National LINC Conference for the very first time – and it did not disappoint. Over the course of three days we, along with hundreds of advisory firms, tech companies and vendors, attended breakout sessions, heard expert speakers and panels, demoed new software, rode bikes for… Read the full article.
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 on February 5, 2018 and is presented net of maximum advisory fees and commissions. All of our Cabana Portfolios took it on the chin over the… Read the full article.
As we watch the market’s sharp decline this week, Chadd Mason provides some timely perspective. The big drops in stocks around the world seem scary, but in reality are a healthy part of the market’s process of buying and selling asset classes. It is important to remember that at its most basic level, money around… Read the full article.
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 on January 29, 2018 and is presented net of maximum advisory fees and commissions. All of Cabana’s core portfolios were up for the fourth straight… Read the full article.
Below is a link to Cabana’s January 2018 newsletter – complete with reports of a record-breaking year, positive performance in all of Cabana’s portfolios, industry news, opinion articles and more! CLICK THE LINK BELOW TO DOWNLOAD A FULL COPY. Cabana January 2018 Newsletter
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 on January 22, 2018 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up for the third straight week of 2018…. Read the full article.
The start of a new year is a great time to step back, evaluate your current financial situation, reconnect with your financial advisor, and update your long-term and short-term financial goals. A personalized financial plan is one of the most important places to start. And for those of you who already have a financial plan… Read the full article.
One of my favorite quotes from Warren Buffett, arguably the world’s greatest investor, is “My wealth has come from a combination of living in America, lucky genes, and compounding interest.” What is compound interest? Quite simply, with regards to long-term investing, it is your best friend! As for the technical definition, compound interest or compounding… Read the full article.
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 on January 15, 2018 and is presented net of maximum advisory fees and commissions. All the Cabana Portfolios were impressively positive for the second week in… Read the full article.
On December 22, 2017, President Trump signed into law The Tax Cuts and Jobs Act of 2017 (“TCJA”). The TCJA is the most dramatic change to the tax code in the past 30 years and is effective beginning in 2018. The modifications and changes to the tax code are vast. Below are several important changes… Read the full article.
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 on January 8, 2018 and is presented net of maximum advisory fees and commissions. We saw impressive returns in all of Cabana’s portfolios this week. Cabana’s… Read the full article.
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 December 31, 2017 and is presented net of maximum advisory fees and commissions. Happy New Year to our family, friends, clients and partners! Below is a high-level overview… Read the full article.
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 December 22, 2017 and is presented net of maximum advisory fees and commissions. Cabana’s core portfolios were all down slightly for the week in response to… Read the full article.
It’s here! What many consider to be the most wonderful time of the year! Last-minute shopping, baking, and party prep; festive music in every store and restaurant, and on every website and commercial – the season is in full swing! While it is during this time that I find myself reflecting on seasons past, spending… Read the full article.
As the euphoria for Bitcoin and other digital cryptocurrencies continues to buzz, we at Cabana know that many have more questions than answers, and wanted to provide our clients with some helpful information and resources pertaining to digital cryptocurrencies. After all, the principals of Cabana are attorneys and we thought it only appropriate to compile… Read the full article.
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 December 18, 2017 and is presented net of maximum advisory fees and commissions. The Cabana Portfolios were up over the week, apart from the Alpha Income…. Read the full article.
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 December 11, 2017 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up over the past week. The Balanced led the… Read the full article.
As 2017 comes to a close, we encourage our clients to stay informed and up-to-date on any and all year-end financial housekeeping. This summary addresses common year-end tax, retirement planning and estate planning strategies, in addition to a 2017 year-end state of the market. Issues and suggested actions are addressed at a general level and… Read the full article.
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 December 4, 2017 and is presented net of maximum advisory fees and commissions. Cabana’s portfolios were mixed for the week. The Alpha Income led and was… Read the full article.
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 27, 2017 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up for the week, ranging from +0.92% (Conservative)… Read the full article.
