SEC’s New Rules on Variable Product Summaries Look Positive for Sellers
In troubled times, we’ll take our happy news where we find it: the Securities and Exchange Commission has issued fresh rules...
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Best Cybersecurity Practices to Stay Secure While Working Remotely
With the COVID-19 lockdown in place, millions of us are working at home, many for the first time. Business continuity plans have...
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Video Conferencing Tools: Far Away Yet So Close
Whether mandated by the local government or their company—or out of an abundance of caution—many financial industry professionals...
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Coronavirus Crisis Boosting Life Business: Are You Prepared?
The Covid-19 pandemic is a watershed event in most people’s lives – something uncanny, unexpected despite the warning signs of...
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Advice for Advisors in Coping with the Pandemic
The economic cost of the coronavirus crisis cannot yet be calculated, but the first effects are readily apparent to everyone...
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It’s a Mad, Mad Pandemic World: Advising Clients in a Climate of Fear
The COVID-19 pandemic is a global crisis of epic proportions; not even World War II had such a deep impact on so many people. There...
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Mission Impossible2: Managing Market Volatility in Unpredictable Times
My father was always thinking – so he never tired of telling me, implying I should get on the ball. If we went to the Boston Garden...
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Living in a Low-Rate World: Time to Examine the Value of Your Life Insurance
We’ve observed a curious phenomenon: many of our clients, who are otherwise intelligent, educated and experienced in life, seem...
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Working from Home Could be the Wave of the Future: Let’s Make it a Success
Over the past 15 years, Americans have begun working remotely at a rapidly increasing clip. According to Flexjobs.com, the number...
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Preparing Your Firm for the Bad Times
Things have been going pretty well for our industry over the last few years. Markets are up solidly, barely disturbed by the...
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Explaining HSA Retirement Benefits to Clients – a 5-Step Program
Here’s a head-swimmer for clients, which may lead their advisors to the edge of vertigo, too: the average US senior can look...
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The Shifting Sands of the Advisory Business
By now, everyone should be clutching the memo: the financial advisory and wealth management business is changing. There’s no...
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No Different than You or Me, After All: The Wealthy and the Coronavirus Crisis
The coronavirus crisis is touching even the toughest of souls. A good friend of ours at an aggressive venture capital firm has been...
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Cavalier Associates’ Operational Readiness Relative to the Coronavirus/COVID-19
Dear Valued Cavalier Associates Clients, Our organization has been and continues to actively monitor the coronavirus (COVID-19)...
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A Way to Recoup Financial Planning Fees: A Strategy for Advanced Investors
The old tax write-off of the cost of professional financial advice, long enjoyed by investors in hedge funds and other advanced...
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Tax Planning 101: The International Version
Increasingly, marriages and families span international borders, rife with diverse mixes of citizenships and national origins. For...
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