It is a monumental day at Cabana as we officially roll out our refreshed and enhanced website and brand. We’re the same great company, of course, just a little better looking. Our New Brand You may have noticed our new logo(s) over the past few months. While a brand is much more than a logo,… Read the full article.
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The Cabana Newsletter is here and available for download at the following link: Enjoy!
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
With the high incidence of divorce and remarriage, blended families are becoming the new norm. Unlike the traditional family, there are many aspects of a blended family that require careful and honest evaluation, including how to blend finances, especially when one (or both) spouses bring significant assets to the new relationship. The two biggest challenges… Read the full article.
“If you know how to spend less than you get, you have the philosopher’s stone.” – Benjamin Franklin To me, happiness in life is the freedom to do the things that you enjoy, whether it be the type of work you perform, pursuit of personal interests, or spending quality time with the people you love…. Read the full article.
I am recently engaged and planning a wedding, so naturally a lot of my nights are spent pinning wedding dresses and save the dates to Pinterest boards or researching the best local bands and photographers. My fiancé and I have been together for close to eight years, so we know just about everything there is… Read the full article.
We are pleased to say that we have had yet another positive year of returns so far in 2017. And while that is good news for most, it doesn’t mean we can just sit back – there is still work to do. Three key things come to mind that advisors and clients should be actively… Read the full article.
Cryptocurrencies are one of the hottest topics of 2017 in both finance and technology, but what are they? Cryptocurrencies, like Bitcoin, are a form of decentralized digital cash and can be used to purchase anything from a pizza to a car. There is no central regulating body to govern a cryptocurrency. Every single transaction or… Read the full article.
Why should you save when you’re young? Well, who better to ask than one of Cabana’s youngest? – our intern, Andrew Henn. Wish to retire early? Who doesn’t? I have always been taught to save as much money as I can – whether it was birthday money, Christmas or graduation my parents discouraged spending and… Read the full article.