Thought Leadership and Financial News

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financial advisor
3 years ago

The Week in Review: Performance updates from Cabana’s CEO – August 1, 2017

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.

comprehensive financial planning
3 years ago

Why Should You Save When You’re Young?

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.

financial advisor
3 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 11, 2017

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.

financial advisor
3 years ago

The Week in Review: Performance updates from Cabana’s CEO – July 4, 2017

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.

mortgage
3 years ago

Top 5 Financial Goals Everyone Should Have

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.

wealth management industry
3 years ago

Riddle Me This: by Cabana Financial

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.

financial planning tips
3 years ago

Have You Maximized Your 2016 Retirement Contribution?

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.

investing
4 years ago

Market Risk: What Is It and Why Is It Important?

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.