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.
Our team cares about your business growth goals. That's one reason we created the software! And since its release, we've been hard at work adding features and resources that will help you attract and retain clients - all while providing the industry's best analytics at a smart price.
By David Cechanowicz, JD, MSFS, AIF, AEP, Senior Financial Planner, REDW Stanley
One of the most significant financial decisions that an individual or couple makes in their financial lives relates to retirement income planning. It is always shocking to hear the number of people and families that put their retirement income at risk by claiming Social Security benefits without proper analysis and advice. As an advisor, it’s a tale we hear too often from clients – and frequently the
Advisors, you’ve come to the right place. Join Joe Elsasser, CFP® and Ron Piccinini, PhD, live on November 9 at 3:00 p.m. Central, as they answer your questions about SmartRisk.
SmartRisk was created for one overarching reason: risk software on the market is based on outdated math, and that math dramatically underestimates risk.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
By Ron Piccinini, PhDDirector of Product Development
How can you tell if someone went to Harvard? They will tell you within five minutes of meeting them, as the popular joke goes. Similarly, ask any freshly-minted finance MBA or CFA candidate about portfolio construction, and chances are high that you will hear about ‘beta’ in pretty short order. As most advisors know, beta is the key statistic in Modern Portfolio Theory (MPT), and has something to do with the volatility of a stock or asset
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.
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.
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."