Will Siri take your job?

Technology and the future of your practice

Technology is advancing faster than ever before. Who knew that dial-up internet would morph into voice assistants like Siri and Alexa? For financial advisors, this breakneck pace makes you wonder: is a nameless robo-advisor after my clients, or are clients just going to start asking Siri for financial advice?

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Posted in niche, video, Joe Elsasser, Webinar, Webcast, Income Planning Tool, FinTech, Industry Advice

The impact of tax reform on "Consider This" with Cathy Wyatt and Joe Elsasser

On February 9, Joe Elsasser, CFP® and President of Covisum appeared on "Consider This" on NET to discuss the impact of the Tax Cuts and Jobs Act. Watch the full interview here:

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Posted in In The News, New Tax Law, Tax Cuts and Jobs Act, Tax Law, Tax Reform, NET, video, Joe Elsasser

How to make the most of your Social Security benefits

PlanStrongerTV™ hosted by David Holland, CPA, CFP® featured Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum in an episode titled, "How to Make the Most of Your Social Security Benefits." Watch it now.

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Posted in Retirement Planning, Social Security Benefits, Webcast, Social Security Timing, Claiming Strategies, Industry Advice, Social Security, video

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SmartRisk was created for one overarching reason: risk software on the market is based on outdated math, and that math dramatically underestimates risk.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

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

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

Follow the Tax Map to find clients nontaxable income

Posted on July 26, 2017

Imagine showing a prospect how to harvest $11,000 IRA income with no tax. Or a client how to harvest $67,500 of capital gain with no tax. Our “Practical Uses for Tax Clarity” video shows how simple it is.

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Posted in Tax Clarity, Tax Map, Tax, Software Programs, video

Covisum Financial Planning

Posted on June 22, 2017

There's traditional financial planning... and there's Covisum financial planning. 

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Posted in Tax Clarity, Social Security Timing, SmartRisk, Software Programs, Training, Support, video

On-demand webcast: how to talk risk with clients

Posted on June 21, 2017

The advisor and the quant

What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance?

In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line. 

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Posted in portfolio risk, SmartRisk, Risk, Webcast, Webinar, On-Demand Webcast, video