by Kenny | Sep 1, 2020 | Uncategorized
August 31st, 2020 Chadd Mason, CEO The Cabana Group Is the S&P 500 a True Reflection of the U.S. Economy? The S&P 500 has officially closed out weekly trading at new all-time highs. It is now up nearly 8% for the year. We have watched this “broad” index battle... by Kenny | Sep 1, 2020 | Uncategorized
-Darren Leavitt, CFA Global equity markets continued their ascent in August. Developed international markets increased by 4.72%, while emerging markets increased by 2.89%. The S&P rose 7.01%, the Dow gained 7.57%, the tech-heavy NASDAQ led gains with a 9.59%... by Kenny | Aug 31, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As sure as the sun will rise, someone will take a distribution from his IRA tomorrow. And as sure as the moon will set, someone will fail to roll over his IRA distribution within 60 days. And as sure as the wind will blow, so too... by Kenny | Aug 27, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I had taken an RMD in January 2020 from an IRA account. Then in July, I returned a portion back to the same IRA. Now I want to return another portion back to the IRA. Are multiple transactions for reversal allowed? Thanks for... by Kenny | Aug 27, 2020 | Weekly Newsletter
Using Annuities to Cover Basic Living Expenses for Life The names and numbers may vary but the situation is all too common. Approaching retirement at age 65, John and Jill Smith realized their monthly income from Social Security and pensions total $700 less than their...