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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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