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 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... by Kenny | May 28, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst Question: Since no RMD in 2020 is required, what will the tax treatment be for QCD checks to charities written before the CARES Act became effective? Will 1099-R dollar amounts be included in AGI and charitable contributions only... by Kenny | May 27, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Gold members of a national hotel chain, big airline or just the local club expect lofty benefits for their dedicated patronage. Bronze members have access to A, B and C. Silver members have access to A, B, C, plus D, E and F. At... by Kenny | May 27, 2020 | Uncategorized
May 26th, 2020 Chadd Mason, CEO The Cabana Group What Investors Can learn from Today’s Market Equity markets worldwide continue to climb in the face of dire economics. In two decades of investing I have never seen a starker example of investors immediately...