by Kenny | Jun 9, 2020 | Uncategorized
June 8th, 2020 Chadd Mason, CEO The Cabana Group Perception is Not Reality We have spent the past few weeks discussing the need to have a rules-based process in place that helps to take the emotion out of investing when markets appear to disconnect from what we... by Kenny | Jun 8, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind to protect the castle. The King of the Land did not like this news. He... by Kenny | Jun 4, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I understand that I don’t have to take any RMDs during 2020. However, is the CARES Act rule that it is an-all-or-nothing for RMDs or can I take a portion of my RMD for 2020 but not all John Answer: Hi John, Since RMDs are... 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...