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

New features and resources added to SmartRisk

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.

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Posted in SmartRisk, Features, New, Marketing

Don't take our word for it... tools that will help you help your clients

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

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Posted in Tax Clarity, Social Security Timing, SmartRisk, Testimonial

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

Live webcast: with the creators of SmartRisk

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.

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Posted in SmartRisk, Webcast, Ron Piccinini, PhD, Joe Elsasser

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SmartRisk was created for one overarching reason: risk software on the market is based on outdated math, and that math dramatically underestimates risk.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 SmartRisk, Free Trial, Demo, portfolio risk, Risk, Asset interaction, Drawdown analysis, video

Why financial advisors never really used beta, and why they are right

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

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Posted in Beta, Risk, SmartRisk, Ron Piccinini, PhD, Downside Risk

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 SmartRisk, portfolio risk, Software Programs, Asset interaction, Drawdown analysis, Risk, 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 portfolio risk, Risk, SmartRisk

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