Author Archives: Robert Cavallaro

5 Reasons To Marry Wealthtech and Goals-Based Planning

Gone are the days of the one-size-fits-all investment model. Today’s investors increasingly value and expect holistic advice that will help them achieve competing goals through a wide range of dynamic investment strategies. Leveraging a wealthtech platform that is built for goals-based financial planning can help advisors more efficiently personalize plans according to client needs. … Read More

4 Trends Advisors Should Consider Going into 2021

At this time last year, no one could have predicted the events of 2020. In response, advisors have learned to navigate a challenging environment that will likely spill into 2021. To help navigate this landscape, we outlined key considerations and how they could impact your business. … Read More

How Your Practice Can Capitalize on the Rise of Day Trading

During the pandemic, many investors turned to day trading in order to occupy their time, to network with others, and to offset the loss of traditional forms of entertainment such as sporting events. Also, online brokers have eliminated commissions, giving the impression that day trading is free. It’s critical to explore how this impacts your relationship with existing and prospective clients. Day trading has the potential to negatively impact an investor’s ability to achieve their financial goals, and it is important that advisors explain how this can happen. … Read More

Is Now a Good Time for 20-Somethings to Get into the Market?

One of the seven deadly sins of investing is something called market timing. It comes in several flavors. The first is where investors put off putting money to work in a falling market in hopes of getting better prices later. … Read More

What the Coronavirus Reminds Us about Emergency Funds

I started my career trading foreign currency options on the floor of the Philadelphia Stock Exchange. A trader approached me on the trading floor and let loose with the following: “A stock is just a bundle of information masquerading as … Read More

‘Tis the season for charitable giving. How to invest with your heart this Giving Tuesday.

The Tuesday after Thanksgiving has widely become known as “Giving Tuesday.” It serves as an international day of charitable giving to kick off the holiday season. This year, it falls on December 3rd, less than a couple weeks away. As … Read More


Why Automatic Rebalancing Matters

Portfolio rebalancing is an essential part of investment management. Over time, because of the randomness inherent in security returns, portfolios drift away from their desired asset allocation. When this happens, there are a few results: none of them good. For … Read More