Sign up for our newsletter and receive weekly market updates and monthly industry insights and inspiration, sent directly to your inbox.
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.
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 20, 2017 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up over the past week. The Balanced Portfolio… Read the full article.
This year was a monumental one for the Cabana team. In just 12 months, the company’s assets under management grew by approximately 1,400 percent; we welcomed new employees, established roots in two new offices, not to mention our team members who have celebrated milestone birthdays, had babies, engagements and more! While the list of amazing… Read the full article.
The “yield curve” is simply the difference between short and long-term interest rates. Short-term rates (2-year bond) are greatly influenced by central bankers (the Federal Reserve) in their attempts to stimulate the economy, support employment and contain price inflation. Long-term rates (20-year bond) are dictated by the market and forces associated with supply and demand…. 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 13, 2017 and is presented net of maximum advisory fees and commissions. Consistent with the broad US equity markets, all Cabana Portfolios were down slightly… 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 6, 2017 and is presented net of maximum advisory fees and commissions. All of Cabana’s portfolios were up for over the past week, ranging from… Read the full article.
It is no secret that most Americans don’t have enough savings to cover their retirement – or even costly emergencies. This has always been a problem, but it became much worse during the 2008 financial crisis, and even when people started to make money again years later, many halted their savings plans because they lost… 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 October 30, 2017 and is presented net of maximum advisory fees and commissions. Cabana’s primary portfolios were up for the week, ranging from +0.22% (Aggressive)… Read the full article.
The stock market is made up of many different “sectors” in which stocks fall based on the goods or services they provide. The S&P 500 Index, which tracks the biggest five hundred stocks in the U.S. Stock Market, and which is used as one of the most recurrent benchmarks for comparing investments, is made of… Read the full article.
