6 years ago

Third Quarter Newsletter: AVAILABLE FOR DOWNLOAD NOW

Download a PDF of Cabana’s Third Quarter 2018 Newsletter at the following link: Cabana Third Quarter 2018 Newsletter

6 years ago

The Week in Review: Market Commentary from Cabana’s CEO – August 27, 2018

A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week we continued the conversation on and significance of the divergence in U.S and foreign equity markets. I suggested that the difference in performance had reached extreme levels and that foreign markets needed… Read the full article.

6 years ago

The Week in Review: Market Commentary from Cabana’s CEO – August 20, 2018

A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. We have spent the past several weeks discussing the positives seen in the U.S. economy, coupled with the divergence in our markets and international markets. To summarize, strong earnings growth in the United States… Read the full article.

6 years ago

The Week in Review: Market Commentary from Cabana’s CEO – August 13, 2018

A snapshot of last week’s market performance and what to watch in the week ahead from Chadd Mason, Cabana CEO and co-founder. Last week brought with it great earnings reports from companies here in the U.S. and a test of the January highs by the S&P 500, followed by upside breakouts in the Dow Industrial and… Read the full article.

6 years ago

The Changing Nature of Retirement

The way we view and plan for retirement has changed significantly over the years. In the “old days”, retirement meant riding off into the sunset, inclusive of a move to Florida and hours upon hours of golf and shuffle board. Today, retirement is vastly different – people are living longer and generally are subscribing to… Read the full article.

6 years ago

The Week in Review: Performance updates from Cabana’s CEO – August 7, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on August 6, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Core Portfolios were up for the week. Our lower beta portfolios led the way,… Read the full article.

6 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 31, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 30, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week, all remaining essentially flat for the second straight… Read the full article.

6 years ago

HOW TO: ​Intern to Powerful Career Woman, Advice from Cabana’s Female Leaders

I can proudly state that as a young (and female) professional, very early on in my career, it seems more and more women are breaking stereotypes professionally and climbing ladders to success in all fields of work. I spent my summer surrounded by some of these women, and asked them to provide some insight as… Read the full article.

6 years ago

Cabana Asset Management Ranked #1 Fastest-Growing Firm in the U.S.

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.

6 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 24, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 23, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week. Higher beta assets are beginning to outperform, despite… Read the full article.

6 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 17, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 16, 2018 and is presented net of maximum advisory fees and commissions (2%). Cabana’s Portfolios were mixed for the week. The Alpha Income Portfolio led the way with a… Read the full article.

6 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 10, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 9, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Portfolios were up for the week as major markets bounced from oversold conditions. Most… Read the full article.

6 years ago

Preparing for the Sale of Your Business – Even If You Aren’t Quite Ready to Sell

Many businesses are built on the passion and hard work of the initial principals. These principals rarely consider the sale of the business during its inception. Nonetheless, whether due to health, burn out, unexpected success or death, the business owner’s road often ends with the sale of the business. The following are some critical steps… Read the full article.

6 years ago

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

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on July 2, 2018 and is presented net of maximum advisory fees and commissions (2%). The Cabana Portfolios were mixed for the week, each ending essentially flat. The Alpha Income was… Read the full article.

6 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.

6 years ago

The Week in Review: Performance updates from Cabana’s CEO – June 26, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on June 18, 2018 and is presented net of maximum advisory fees and commissions (2%). All Cabana Portfolios were down for the week, consistent with the steep selloff in the broader… Read the full article.

7 years ago

The Week in Review: Performance updates from Cabana’s CEO – June 19, 2018

Cabana’s seven portfolios range from “Conservative” to “Aggressive” and include an income strategy and an “Accumulator” portfolio. Performance below is as of market close on June 18, 2018 and is presented net of maximum advisory fees and commissions (2%). Numbers indicated with (+) for positive return and (-) for negative return. Cabana’s Core Portfolios were… Read the full article.

7 years ago

The Week in Review: Performance updates from Cabana’s CEO – June 12, 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 June 11, 2018 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up for the week. Our… Read the full article.

7 years ago

The Week in Review: Performance updates from Cabana’s CEO – June 5, 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 June 4, 2018 and is presented net of maximum advisory fees and commissions. All Cabana Portfolios were up for the week, and… Read the full article.

7 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.