ThinkAdvisor: Covisum's Advisor and Quant discuss the 4% rule

Posted on July 05, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the 4% rule

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Posted in Joe Elsasser, Ron Piccinini, PhD, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

Posted on June 14, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the benefits and risks of ESG investing.

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Posted in In The News, Joe Elsasser, Ron Piccinini, PhD, Advisor, Quant, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

Posted on June 12, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How to Plan for Retiree Health Care Costs." 

This week, we asked Joe and Ron how to plan for health care expenses in retirement. 

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Posted in Retirement, Joe Elsasser, Ron Piccinini, PhD, Advisor, Quant, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor: Covisum's advisor and quant discuss how to manage sequence of returns risk in retirement planning

Posted on May 01, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How do you manage sequence of returns risk in retirement planning?" 

In this edition, Joe and Ron discuss how to protect clients from a down market in the crucial early withdrawal years.

Joe's response included:

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Posted in In The News, Joe Elsasser, Ron Piccinini, PhD, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor: Covisum's advisor and quant discuss cryptocurrencies and financial planning

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. The most recent installment was published today, "The Advisor and the Quant: Cryptocurrencies and Financial Planning." 

In this edition, we asked both Joe and Ron what role will cryptocurrencies, like Bitcoin, play in financial planning strategies in the future?

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Posted in In The News, Joe Elsasser, Ron Piccinini, PhD, ThinkAdvisor, The Advisor & The Quant, Cryptocurrency

ThinkAdvisor hears from the advisor and the quant: Using a Market Correction to Build Client Trust

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic – one from an academic, the other from a practicing financial advisor. The most recent installment was published today, "The Advisor and the Quant: Using a Market Correction to Build Client Trust." In this edition, we asked both Joe and Ron to discuss how to help clients deal with market volatility.

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Posted in In The News, Risk, Joe Elsasser, Ron Piccinini, PhD, Market Volatility, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor asks the advisor and the quant: What are ‘fat tails’ and why do they matter?

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. 

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Posted in In The News, Risk, Joe Elsasser, Ron Piccinini, PhD, Market Volatility, ThinkAdvisor, The Advisor & The Quant

ThinkAdvisor features The Advisor and the Quant 

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?"

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Posted in In The News, Risk, Joe Elsasser, Ron Piccinini, PhD, Market Volatility, ThinkAdvisor, The Advisor & The Quant

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

Find out how your practice would fare in the next down market

By, Ron Piccinini, PhD, Director of Product Development

From a risk manager’s perspective, a bank is a derivative on interest rates. Similarly, RIA practices can be viewed as a derivative on stock and bond markets. Here’s a quick way to estimate the sensitivity of your practice to markets.

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Posted in Risk, SmartRisk, Ron Piccinini, PhD, RIA, Market Volatility