Preserving Digital Assets for Your Estate
Estate plans are generally constructed around physical assets – but what about digital property? These can include a huge variety...
Read more
Your Clients’ Portfolios: Should You De-FAANG Them?
Sure, Amazon, Apple, Facebook, Netflix, and Google (Alphabet) have a cumulative market cap of some $2.8 trillion, can swing markets...
Read more
Estate-Planning Steps for Bitcoin Investors
If you’ve invested in cryptocurrencies, it is essential to assure that these e-assets are passed onto your heirs on the day of your...
Read more
Seniors and Volatile Markets: How to Cope
Stocks go up, then stocks go down. That annoying bit of boilerplate is not infrequently heard coming from chagrined analysts and...
Read more
Pass Through, But Don’t Pass Away Here: States With Onerous Estate Taxes
Federal taxes on your estate are something of a boogeyman: very few people need to fear them and with the recent reform, they’re...
Read more
How the Cali Fires Are Affecting the Economy
The uncontrollable wildfires in California this year have been described as the worst on record. We here at Cavalier Associates can...
Read more
New SEC Rule to Help Purchasers of Variable Annuity and Life Insurance Contracts
Variable annuities and variable life insurance contracts combine traditional investment and insurance features, offer a menu of...
Read more
Marketing Rules for Small and Medium Businesses
To the owners of small and medium-sized businesses, the contemporary marketing universe may seem like the celestial variety...
Read more
Common Misconceptions about Long-Term Care Insurance
The importance of providing for long-term care – a service that most seniors will need during their retirement – is becoming...
Read more
Four Trends in the Changing Retirement Landscape
Greg Herlean, founded Horizon Trust, which educates consumers on ways to manage their accounts. Herlean has seen the retirement...
Read more
Four Ways to Make Your Business Bloom
Our linked author, Andrew Skipper, has worked in real estate for 45 years. The co-founder and CEO of Evergreen Devco Inc., he has...
Read more
Ways to Adjust Life Policies on Retirement
As retirement draws near, it’s time to examine the life policies of your clients. The original goals that drove the policy likely...
Read more
Ways to Protect Retirement Income with Insurance
In our linked feature, Rick Kahler, Kahler Financial Group’s founder, provides expert advice on how to use insurance policies to...
Read more
The Insurance Industry: Going the Way of the Dinosaurs?
Video killed the radio star. Will high technology finish off the insurance industry, too? It seems unthinkable. The US insurance...
Read more
Eight Smart Ways to Use Gamification In Your Business
Gamification has lately become the tactic for engaging consumers and employees. Here are eight tactics for leveraging it in your...
Read more
Estate Planning: How to Share Out Indivisible Assets
A vacation home, classic car, great-grandmother’s brooch, beautiful and rare objects d’art – every wealthy family has assembled an...
Read more