SHOULD I TAKE A LUMP SUM BUYOUT?

Jun 3, 2020

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...

Weekly Market Commentary

Jun 2, 2020

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...

May 2020 Market Review

Jun 1, 2020

-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...

3 REASONS TO ROLL OVER YOUR RETIREMENT FUNDS TO AN IRA

Jun 1, 2020

By Sarah Brenner, JD IRA Analyst More than 40 million Americans have filed for unemployment since the Corona virus pandemic hit in in the middle of March. With job loss can come questions of what to do with retirement savings such as your 401(k) plan. A rollover to an...

How the coronavirus downturn may change your plans to retire at 65

May 31, 2020

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...