Market Update - April 2022

Video Transcript

Hey, it’s Brian, I just wanted to give you a quick update, I think most of you probably know that our number one priority is to always provide you with the very best service.

And a lot goes on behind the scenes, even when we may not be scheduled to meet with you face to face, especially during uncertain economic times, like we’re experiencing right now. For example, when we make decisions about when to make adjustments to your investment portfolios, we’re not just reacting to the latest headline news. Some of you probably recall that in January, we actually removed some risk from our portfolios, and added more defensive positions.

Now we have received a green light signal from our algorithm. So we’ll be making some additional adjustments, and we’re going to be adding back some of the investments we were temporarily avoiding. And even though investing can sometimes be emotional, as all of you know, it’s important for you to understand that we do not make decisions emotionally, we make them based on sound data, and signals from the economic cycle to give us the highest probability of success.

And remember, you know, your financial plan that we’ve customized to your goals and to your tolerance for risk. We create different buckets for you, we have a safe bucket to balance out any risk we may be taking in the other bucket. But I just wanted to let you know, we continue to work very, very hard for you during these very unique times. And most importantly, we’re going to continue to provide you with updates.

So thank you for your trust and your confidence and know we will always put your best interest first. So there’s two links below this video. If you have a question, you can click one link and we can set up a time for us to talk about your plan if you’d like and also for those of you in the cabana portfolios, you can see their commentary and get updates on the other links. So have a great day. We’ll talk to you soon.

This material is prepared by Cabana LLC, dba Cabana Asset Management and/or its affiliates (together “Cabana”) for informational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. This material may only be distributed in its original format and may not be altered or reproduced without the prior written consent of Cabana. The opinions expressed reflect the judgement of the author, are as of the date of its publication and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Cabana to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. As such, no warranty of accuracy or reliability is given and no responsibility arising in any other way for errors and omissions (including responsibility to any person by reason of negligence) is accepted by Cabana, its officers, employees or agents.

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The COVID-19 health epidemic has had substantial global economic impact on financial markets. As of March of 2020, restrictions to travel and business spanning the economy for activities not deemed essential have been imposed throughout the United States. These restrictions have caused unprecedented volatility and uncertainty in capital markets and have negatively impacted the economy. It is unknown how severe the impact to the economy and capital markets will be if the epidemic persists for an extended period of time. The epidemic may have a material adverse impact on Cabana’s investment advisory business including, but not limited to, the performance of our portfolio strategies.

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