On February 9, Joe Elsasser, CFP® and President of Covisum appeared on "Consider This" on NET to discuss the impact of the Tax Cuts and Jobs Act. Watch the full interview here:
Joe Elsasser, CFP® and Ron Piccinini, PhD were recently featured in a ThinkAdvisor article, "The Advisor and the Quant: What are 'fat tails' and why do they matter?"
We asked both Joe and Ron to answer this question: What are 'fat tails' and why do they matter?
In an ongoing series exclusive to ThinkAdvisor, Joe and Ron will continue to provide readers with two distinct perspectives on the same topic – one from an academic, the other from a practicing financial advisor.
This just in from FinancialPlanning:
The Dow finished the day down by 1,032.95 points, or 4.15% at 23,849.23 — down 2,767 points, or 10.4%. A drop of 10% from its high of 26,616 on Jan. 26 is considered a correction. The S&P 500 tumbled 2.96%, erasing its gains for the year. Ten-year Treasury yields flirted with four-year highs.
Joe Elsasser, CFP®, President of Covisum
The bucket strategy is designed to break a retiree’s assets into "buckets" based upon when those buckets are expected to be used to provide retirement income. The buckets nearest today are invested conservatively so that market fluctuations will have little impact on the retiree’s ability to draw a predictable amount from them. The investments in later buckets are invested more aggressively, with the expectation that a higher risk level should provide
After the Tax Cuts and Jobs Act passed and Covisum updated Tax Clarity to reflect the changes, we've seen a huge influx of interest in the software. We've updated all of our advisor-facing marketing materials that come with a paid subscription, including our white paper, "The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes with Clients." Recently, Mary Beth Franklin with Investment News covered the content in the article, "New tax law offers opportunities for advisers and
Do you have clients who don’t understand the relationship between ordinary and capital incomes? If you do, they could be on their way to potentially significant tax inefficiency in their retirement strategy.
Recently, President of Covisum Joe Elsasser, CFP®, RHU®, REBC® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a webinar discussing how to capitalize on opportunities from the change in the tax law. The webinar was written about in "
On Tuesday, President of Covisum Joe Elsasser, CFP® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley presented a webinar, "Tax Law 2018: What Advisors Need to Know," to hundreds of advisors across the nation. PLANADVISOR's John Manganaro attended and wrote this piece summarizing the presentation: Advisors Beware and Be Cautious When Talking Taxes in 2018.
Yesterday, Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."
How should advisors prep for a crash?
Joe Elsasser, CFP® and Ron Piccinini, PhD were recently featured in a ThinkAdvisor article, "The Advisor and the Quant: How Should Advisors Prep for a Crash?"
In retirement planning, free seminars to the public are a proven way to attract prospects and convert them to clients.
But for seminars to be successful, you must first determine what topics will interest your ideal client. In other words, the flashiest direct mailers won’t get people in seats if the topic doesn’t resonate with them. Consider partnering with subject matter experts on topics of importance to people approaching retirement in a “Retirement Transitions Series.” By offering free