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

On-Demand Webinar, "Tax Law 2018: What Advisors Need to Know"

Do you have clients who don’t understand the relationship between ordinary and capital incomes? If you do, they could be on their way to potentially significant tax inefficiency in their retirement strategy.

Recently, President of Covisum Joe Elsasser, CFP®, RHU®, REBC® and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a webinar discussing how to capitalize on opportunities from the change in the tax law. The webinar was written about in "

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Posted in Tax Clarity, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law, ThinkAdvisor, PLANADVISOR

ThinkAdvisor: 4 Tips for Navigating Clients’ Tax Questions

Yesterday, Joe Elsasser, CFP®, RHU®, REBC® and President of Covisum and Dave Cechanowicz, JD, MSFS, AIF® AEP and Senior Financial Planner with REDW Stanley hosted a free webinar discussing how to capitalize on opportunities from the change in the tax law. ThinkAdvisor attended and provided this summary article, "4 Tips for Navigating Clients' Tax Questions."

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Posted in In The News, Tax Clarity, Webinar, Financial Planning, Joe Elsasser, Taxes, Retirement Planning, Tax Cuts and Jobs Act, Tax Law, New Tax Law, ThinkAdvisor

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