Forbes Finance Council: the truth about portfolio risk exposure

Posted on June 22, 2018

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding financial risk and the dangers of relying on an outdated financial risk model. 

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Posted in In The News, portfolio risk, Joe Elsasser, Forbes

3 questions that make creating a retirement investment strategy easier

Posted on May 21, 2018

Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. The best way to help your clients get started is to remind them to slow down and answer three questions.

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Posted in Industry Advice, Retirement, Retirement Age, Risk, portfolio risk, FinancialPlannng

WealthManagement.com: Explain Risk To Clients Now

Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com, "Explain Risk To Clients Now," discussing how clients often have unrealistic downside expectations and some of the possible investment mistakes that can be made without properly analyzing their portfolio. He answers questions about effectively estimating a client's risk, what clients need to know about risk, how much a portfolio could lose in a particular period, diversification, and historical

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Posted in In The News, Risk, portfolio risk, Joe Elsasser, Downside Risk, Risk Tolerance, WealthManagement.com

Setting proper downside risk expectations during market volatility 

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. 

And on Wednesday, Suleman Din wrote an article for FinancialPlanning titled, "Can another digital demand crush be avoided?" Some of the industry's most well-known

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Posted in In The News, Risk, SmartRisk, portfolio risk, Joe Elsasser, Downside Risk, Market Volatility, FinancialPlannng

When clients ask: How do I stress-test my portfolio?

To help you talk risk with clients, Ron Piccinini, Ph.D., answers some common client questions here. Ron, Covisum’s director of product development, is an expert on quantitative risk modeling, heavy-tailed distributions and risk management.

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Posted in SmartRisk, portfolio risk, portfolio volatility, Ron Piccinini, PhD

Investors Chronicle article features Ron Piccinini, PhD

Investors Chronicle published an article, "Does fortune favour the bold?" by  on July 27, 2017.

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Posted in Risk, SmartRisk, portfolio risk, Downside Risk, Investors Chronicle

WATCH: Don't Be Fooled Into Believing a Portfolio is Diversified

SmartRisk was created for one overarching reason: risk software on the market is based on outdated math, and that math dramatically underestimates risk. Advisors should care about explaining risk to clients because helping them avoid the classic pitfalls that can destroy retirements builds a stronger, more trusting relationship. SmartRisk's massive computing power and sophisticated models properly measure portfolio risk. Join Joe Elsasser, CFP®, President of Covisum and see how SmartRisk can

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Posted in Risk, SmartRisk, portfolio risk, Drawdown analysis, Asset interaction, Free Trial, Demo, video

SmartRisk Tutorial  

Designed specifically for financial advisors, SmartRisk helps you set proper downside expectations with your clients. Join Marisa for a quick demonstration of the software. Learn more. 

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Posted in Risk, SmartRisk, Software Programs, portfolio risk, Drawdown analysis, Asset interaction, video

Portfolio risk: how much value is in the tails?

Investors know that time in the market is their friend. Stay in the market for a long period of time, and good things will happen, even in times of high volatility.

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Posted in Risk, SmartRisk, portfolio risk

How do you explain asset interaction to clients?

Ultimately, our goal is to build client relationships and help clients achieve their financial goals. Listen to our experts explain asset interaction in this short video clip from, "The Advisor & The Quant." 

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Posted in Risk, SmartRisk, portfolio risk, Asset interaction, Diversification, portfolio volatility, Hedged, Focused, video