In response to a truly extraordinary and painful week in the world equity markets, I believe it is appropriate to update all those who have entrusted us with their hard earned money on where we stand following the drop from all-time highs in the broad U.S. markets that began on February 19. I also think it is… Read the full article.
Stay informed by signing up for our newsletter and receive market commentary via email each week. It’s that easy!
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act was signed into law effective January 1, 2020. This legislation brought about many significant and sweeping changes to our tax and retirement laws. The four primary takeaways and planning opportunities that may affect you are as follows: 1. The required minimum… Read the full article.
Question: Why do some Target Drawdown Portfolios add risk, while others reduce risk during the same reallocation? Shouldn’t all portfolios add risk at the same time? And likewise, shouldn’t all portfolios reduce risk at the same time? Answer: At Cabana, we reallocate portfolios and the assets that they contain in response to a variety of… Read the full article.