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2 years ago

Investing Can Be Easy

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.

2 years ago

The Week in Review: Performance updates from Cabana’s CEO – May 29, 2018

Market insight and a highlight of Cabana’s year-to-date performance: Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on May 25, 2018 and is presented net of maximum advisory fees and commissions. The market was closed for Memorial Day on Monday,… Read the full article.

2 years ago

The Week in Review: Performance updates from Cabana’s CEO – May 22, 2018

Market insight and a highlight of Cabana’s year-to-date performance: Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on May 21, 2018 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were slightly down for the week,… Read the full article.

2 years ago

The Week in Review: Performance Updates from Cabana’s CEO – May 8, 2018

Market insight and a highlight of Cabana’s year-to-date performance: Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on May 7, 2018 and is presented net of maximum advisory fees and commissions. Cabana Portfolios were mixed for the week, consistent with… Read the full article.

2 years ago

The Week in Review: Performance updates from Cabana’s CEO – May 1, 2018

Market insight and a highlight of Cabana’s year-to-date performance: Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on April 30, 2018 and is presented net of maximum advisory fees and commissions. Cabana’s portfolios were all slightly down this week. The… Read the full article.

2 years ago

Cabana Implements Riskalyze

We are  proud to announce that we have successfully added Riskalyze to our practice. Riskalyze is an award winning third-party independent risk alignment platform. The   platform allows you and your financial advisor to work hand in hand to mathematically capture your risk tolerance and quantify suitability. Your Riskalyze score, paired with the platform’s third-party… Read the full article.

2 years ago

The Week in Review: Performance updates from Cabana’s CEO – April 3, 2018

Market insight and a highlight of Cabana’s year-to-date performance: Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on April 2, 2018 and is presented net of maximum advisory fees and commissions. And so the volatility continues… Our portfolios were down… Read the full article.

3 years ago

2018 Sees Market Volatility Return with a Vengeance

The first quarter of 2018 brought an abrupt end to the incredible period quietly enjoyed by equity and bond markets for much of the past two years. In January equity markets took off, resulting in monthly gains of almost 6%. January gains followed strong performance in 2017, where markets were up more than 20% for… Read the full article.

3 years ago

The Week in Review: Performance updates from Cabana’s CEO – March 27, 2018

Market insight and a highlight of Cabana’s year-to-date performance: Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance is as of market close on March 26, 2018 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were down for the week ranging… Read the full article.