Weekly Market Commentary

May 5, 2020

May 4th, 2020 Chadd Mason, CEO The Cabana Group Can April's Rally Continue, or is More Economic Disruption on the Horizon? Equity markets finished off April with the biggest monthly gain since 1974. The huge rally followed an even bigger decline in March. Face-ripping...

3 Ways COVID-19 May Hurt Your Retirement

Apr 30, 2020

Here's how the ongoing crisis could wreck your long-term plans -- and what you can do to prevent that from happening. COVID-19 has turned the U.S. economy on its head, battering the stock market and forcing millions of workers into unemployment. But while the crisis...

Concerned about market volatility? Here’s one way to protect your retirement savings.

Apr 23, 2020

Now that we’ve entered a bear market for the first time since 2009, many pre-retirees are likely asking questions about the impact on their retirement savings. Will the stock market sell-off wipe out years of growth in their 401(k)s? Are there any steps that can be...

Seven Ways the COVID-19 Pandemic Could Undermine Retirement Security

Apr 17, 2020

The COVID-19 pandemic could upend retirement planning, jeopardizing financial security for the next generation of retirees. Experience from the 2007–08 financial crisis and Great Recession that followed suggests the current crisis could wipe out existing retirement...

COVID-19 Stimulus Bill: 1 New Rule That Could Help Your Retirement Savings Last Longer

Apr 13, 2020

This lesser-known rule could potentially save you a bundle of cash. Millions of Americans have been directly affected by the coronavirus pandemic, from both a health and financial perspective. With thousands of businesses shuttering to slow the spread of the virus,...

Here’s Why COVID-19 Is Your Retirement Fire Drill

Apr 7, 2020

Dick has worked as a hospital administrator for 30-plus years. He was planning to retire in a few months. COVID-19 just delayed his plans for many months, or perhaps for years. Reflecting on what the market decline has done to his retirement savings, he conceals his...

Here’s Why COVID-19 Is Your Retirement Fire Drill

Apr 2, 2020

How many more years do you need to live in order to wait it out?

Mar 26, 2020

With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to the level it was before the virus took its toll on the market. Understanding that no one...

Worried About Coronavirus? 5 Financial Moves for the Age of COVID-19

Mar 19, 2020

Everything these days seems to be about coronavirus, coronavirus, coronavirus. Especially when you have a family, these can be scary times. So, first and foremost: Chances are that you will be OK. The novel coronavirus seems to mostly spare young kids, and if you’re a...

Safety vs. Probability: Planning For Retirement

Mar 12, 2020

As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based on facts, due diligence, historical patterns and a risk/reward calculation. These...

3 Things You Must Do Before You File For Social Security Benefits

Mar 5, 2020

Taking these steps before you begin claiming can ensure you're receiving as much money as possible. The majority of retirees will depend on their Social Security benefits for at least a significant portion of their income. In fact, half of married couples and nearly...

What Millennials, Gen X & Boomers Have In Common But Don’t Admit, Discuss, Nor Plan For

Feb 27, 2020

Going through her mail, Kendra slices open an envelope from her preferred airline. Inside she finds a hefty gray card with her name etched on it. The 36-year old reads the enclosed letter informing her of her “achievement.” She has reached Platinum status as a...