Investors Chronicle highlights SmartRisk

Investors Chronicle published an article, "Alpha Portfolios: Appreciating Real Tactical Risk" by James Norrington on April 13, 2018.


Posted in In The News, Smart Risk, Investors Chronicle, InvestmentNews

InvestmentNews: New tax law offers opportunities for advisers and retirees

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 


Posted in In The News, Tax Clarity, White Paper, InvestmentNews