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Many of our employees deserve recognition for their hard work, dedication, ability to problem solve and help us reach our goals, but two of them have something unique in common that we have seen translate to their work time and time again. Santiago Munoz and Andrew Henn both came to Cabana as Division I athletes,… 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.
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 August 7, 2017 and is presented net of advisory fees and commissions. All Cabana Portfolios were up for the week ranging from +0.66% (Balanced) to +0.04… Read the full article.
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 July 31, 2017 and is presented net of advisory fees and commissions. Cabana Portfolios were mixed for the week, although all were generally flat. The Conservative, Growth… Read the full article.
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 July 17, 2017 and is presented net of advisory fees and commissions. All Cabana Portfolios were up for the week, ranging from +.92% (Alpha Income) to… 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.
Market insight and a highlight of Cabana’s year-to-date performance 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 July 10, 2017 and is presented net of advisory fees and commissions. Performance was mixed over the… Read the full article.
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 July 3, 2017 and is presented net of advisory fees and commissions. All portfolios were down for the week between -1.34% (Conservative) and -.32% (Alpha Income)…. Read the full article.
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 June 26, 2017 and is presented net of advisory fees and commissions. All portfolios were down slightly for the week ranging from +0.94% (Balanced) to 0.23%… Read the full article.
A common question that we run into when working with businesses and their employees is “What is the difference in a Roth 401(K) and traditional 401(k) and which one is the best choice for me?” While there are a lot of advantages to Roth 401(k) contributions, there are many puzzle pieces and strategies to sort… Read the full article.
Danny Ippolito shares a few simple, but impactful goals everyone can and should start working toward now. 1. SPEND LESS THAN WHAT YOU EARN Creating and adhering to a budget is perhaps the most basic of all good financial rules. Learning to live on less than you earn – no matter what –will help ensure… Read the full article.
Can you crack the riddle? The answer could save your loved ones! Who am I? I am a piece of paper. I am a promise. I help people see their dreams. I am an education for their children. I am savings. I am real estate property. I lend money when you need it most –… Read the full article.
Cabana is looking for a part-time summer intern to join our team in June. Our interns don’t just make coffee runs or file papers – they do real work for real clients and we consider them an important part of what we do to serve clients every day. Matthew Blaylock, Cabana’s spring intern shared a… Read the full article.
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.
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.
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.
