Shepherding Clients Through the Hard Times
How do your clients react when the bear emerges from his cave and markets start to fall? Experienced players can be prone to...
Read more
Financial Advisors: Beware of Texting
It’s official: among Americans, texting has become a more common form of communication than telephone calls. Not quite so for...
Read more
How to Automate and Drive Engagement At the Same Time
Sometimes it seems like there is a lack of focus in plan design. Sponsors seek to automate participants’ interaction with their...
Read more
Setting the Right Kind of Goals for Your Business
As the year draws to a close, financial advisories are setting their goals for 2019. Our featured author has an interesting take on...
Read more
How to Capture Digital Leads for Financial Advisors
It’s the familiar ‘just looking’ phenomenon so common in retail. Potential customers wander through a store, not in the mood to buy...
Read more
Study Defines Skill Set of the Top Advisors
A new study is out and its title perhaps reveals the message. The State of Client Understanding, conducted by FPA, Capital...
Read more
Why Should You Prioritize Life Insurance in Financial Planning
A lot of people wait too long before buying a life insurance policy. There’s a lot of reasons why they delay – young people, with...
Read more
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