Covisum Blog

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 . . .
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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 . . .
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Making heads or tails of tails

By Ron Piccinini, Ph.D., Director of Product Development An investment’s failure or success is impacted by the worst and . . .
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SmartRisk terms revealed

Asset interaction. Drawdown analysis. Reward/risk ratio. Know the terms that will help you wow clients with SmartRisk™. . . .
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How do you know a portfolio is diversified?

By Ron Piccinini, PhD This is inspired by a true story.  There was this fellow named Edmund. Edmund's high-priced . . .
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The 5-Minute Triage: Learn Quickly if an IRA Deduction is Double Dipping

For many middle income people approaching retirement, a common question is whether to contribute to a traditional IRA or . . .
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Affilliate Program

Covisum’s affiliate program is a great way to earn commissions on qualifying software sales. It’s easy to join, plus, our . . .
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