InvestmentNews: New tax law offers opportunities for advisers and retirees

After the Tax Cuts and Jobs Act passed and Covisum updated Tax Clarity to reflect the changes, we've seen a huge influx of interest in the software. We've updated all of our advisor-facing marketing materials that come with a paid subscription, including our white paper, "The Elephant and the Snowball: How Advisors Can, and Should, Talk Taxes with Clients." Recently, Mary Beth Franklin with Investment News covered the content in the article, "New tax law offers opportunities for advisers and 

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Posted in In The News, Tax Clarity, White Paper, InvestmentNews

New white paper examines how advances in risk analytics are changing the client-advisor discussion

Posted on July 19, 2017

Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved, giving you amazing new opportunities to help clients more.

You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart

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Posted in Free Download, Risk, SmartRisk, White Paper, portfolio risk

How to approach ‘A Fine Mess’ of a tax code before Trump reform

Following the failed attempt to repeal and replace the Affordable Care Act, President Trump signaled that his next big effort would be to reform the tax code. But a few weeks later, he said an overhaul of the tax code would be pushed back so another attempt to repeal Obamacare would be a priority.

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Posted in Blog, Fiduciary Rule, Free Download, In The News, Tax, Tax Clarity, Tax Reform, White Paper

How deductions and exemptions can snowball

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Posted in Blog, Fiduciary Rule, Free Download, Planning Techniques, Retirement, Tax Clarity, Tax Map, White Paper

How advisors should talk taxes with clients

The elephant and the snowball

Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic for several reasons. First and foremost, they fear violating federal regulations or industry standards that limit who can provide "tax advice."

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Posted in Blog, Department of Labor, Fiduciary Rule, Free Download, Tax Clarity, Tax Map, White Paper

How should you measure portfolio diversification?

Posted on July 05, 2016

Diversification is achieved when the gains in certain holdings of your portfolio offset the losses of other holdings. It means that you don’t have all (or most) of your eggs in the same basket. Diversification is critical because it reduces the impact of (bad) luck and isolated events on the overall performance of your portfolio. Check out how to quantify portfolio diversification: Are all your eggs in the same basket?

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Posted in Blog, Industry Advice, Risk, SmartRisk, White Paper