Investors Chronicle highlights SmartRisk

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

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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 

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