by Kenny | Jun 3, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst As a result of the current economic downturn, we can expect more and more companies to offer lump sum buyouts to employees with defined benefit (DB) plan benefits. A lump sum buyout is a limited opportunity for DB plan participants to... by Kenny | Jun 2, 2020 | Uncategorized
June 1st, 2020 Chadd Mason, CEO The Cabana Group The Stock Market Continues to Climb as Protests Spread Nationwide Equity markets closed out the month of May with big gains. The S&P 500 climbed more than 5% for the month despite a lot of volatility. Swings of more... by Kenny | Jun 1, 2020 | Uncategorized
-Darren Leavitt, CFA Financial Markets continued to rebound nicely in May as economies around the globe started to reopen. There were also constructive news headlines related to effective coronavirus therapies and positive data on some early-stage results for... by Kenny | May 31, 2020 | Weekly Newsletter
KEY POINTS About half of Americans retired earlier than they expected, according to a recent survey. Less control over your retirement date could become more prevalent in a post-coronavirus economy. Based on your work prospects, you may retire either much earlier or... by Kenny | May 29, 2020 | Uncategorized
Friday, May 29, 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act single-handedly upended many long-standing retirement rules when it became effective on January 1, 2020. Shockingly, the SECURE Act was pushed to the back burner when all the...