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Over the past decade we’ve entered an environment of low interest rates on fixed income products, and because of that many advisors have looked to alternate sources of retirement income. Two products that have been used as alternatives to more traditional bond portfolios are annuities and life insurance. When considering how we might produce income… Read the full article.
As tax season is drawing to a quick close, you may want to rethink whether you have maximized all of your 2016 tax deductions. One of the easiest deductions is to maximize your IRA or Roth contribution. The April 18 deadline is quickly approaching. For both 2016 and 2017, the contribution amounts are the same for… Read the full article.
The Week in Review Performance updates from Cabana’s CEO April 11, 2017 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 April 10, 2017 and is presented net of advisory fees and commissions. All portfolios… Read the full article.
Time Value of Money and Inflation Risk $100 Today is Worth More Than $100 Tomorrow “Time value of money” is a term that simply states one dollar received today is worth more than one dollar received in the future. You may think “Isn’t it a dollar just a dollar?” Well yes, a dollar is in… Read the full article.
Anxious about preparing your teenager for college and beyond? If so, know you’re not alone. I have two great books that can provide your child a roadmap (or at least a few tips!) to achieve financial success. The books I recommend all kids get their hands on are: (1) The Richest Man in Babylon by… Read the full article.
The Week in Review Performance updates from Cabana’s CEO April 4, 2017 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 April 3, 2017 and is presented net of advisory fees and commissions. Over the… Read the full article.
Simply put, “market risk” is the possibility of loss that all investors assume when buying assets. Assets can be anything from stocks and bonds to real estate or commodities. Market risk is something we value and discuss with our clients often. It is important for many reasons other than the obvious – “My account is… Read the full article.
The Week in Review Performance updates from Cabana’s CEO March 28, 2017 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 March 27, 2017 and is presented net of advisory fees and commissions. All portfolios… Read the full article.
The Week in Review Performance updates from Cabana’s CEO March 21, 2017 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 March 20, 2017 and is presented net of advisory fees and commissions. All portfolios… Read the full article.
The Week in Review Performance updates from Cabana’s CEO March 13, 2017 Market insight and a highlight of Cabana’s portfolio performance over the past week. Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is from March 7, 2017 – March 13, 2017 and is presented net of advisory… Read the full article.
For most people, the topic of money, saving or retirement can be a lot like learning a second language. You may recognize words or phrases here and there that you’ve been taught by parents or colleagues. You know that you should invest in a 401k, or maybe you think you’re in good shape because your… Read the full article.
The Week in Review Performance updates from Cabana’s CEO March 6, 2017 Market insight and a highlight of Cabana’s portfolio performance over the past week. Cabana’s six portfolios range from “Conservative” to “Aggressive” and include an income strategy portfolio. Performance is from February 28, 2017 – March 6, 2017 and is presented net of advisory… Read the full article.
