Insights

At CAVU Wealth Advisors, we're serious about helping people live richly, and we're focused on reducing the anxiety that money causes. As we build our library of useful content, we hope it will help you to understand our perspective on all things finance. 

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  • September 21, 2017 - I admit it: Although a financial professional, I knew little about how credit monitoring companies worked.

  • September 6, 2017 - As Hurricane Harvey left a path of destruction in Texas, I was glad that two years ago our firm made the decision to help the people of Houston.


  • August 11, 2017 - Saving a significant portion of your income for retirement may seem daunting. Here are some tips to help you get there. 

  • August 1, 2017 - Years ago a fellow canoeist saved my life by warning me - no,  SCREAMING at me - to swim out of the way of my swamped canoe that was about to pin me against a big rock in the river.


  • On June 9, the Department of Labor's Investment Advisor Fiduciary Rule finally went into effect after years of debate and intense Wall Street lobbying. Yet after all the time, money, and effort spent trying to improve the client experience, the big brokerage houses have once again proven: They just don't get it.


  • February 1, 2017 - Each year the second most searched New Year's resolution on Google is: Get Organized. (Over 33 million searches this year!) This is a hot topic and one that needs to be done right. For encouragement and advice about financial organization, read on.


  • November 11, 2016 - Now that Election 2016 has (mercifully) ended, we've fielded a few questions that we wanted to address, just in time for us to gear up for Election 2020.


  • August 19, 2016 - Now that Uber has announced that they're deploying their first self-driving car, why are you investing with an advisor who is still selling buggy whips?

  • July 27, 2016 - You may have noticed the growing interest in holding "family meetings" - where the patriarch brings everyone together to talk about plans to leave money to the kids and grandkids. Here's how we structured ours.


  • June 6, 2016 - The new DOL Fiduciary rule is cleaning up the investment waters, and we think it's good for investors.

  • February 13, 2016 - Finding a trustworthy financial advisor isn't much different from finding a great mechanic. Here's a how-to guide.

  • November 4, 2015 - The just-passed Federal budget will eliminate a Social Security benefit claiming option that affluent people have been using over the past 15 years.