Covisum Blog

WealthManagement.com: Is Social Security Benefit Planning Disappearing?

Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com explaining explaining the . . .
Read more

How risky is Warren's publicly traded sock portfolio?

Our in-house risk expert, Ron Piccinini, PhD plugged this well-known portfolio into SmartRisk (excluding the "others" . . .
Read more

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 . . .
Read more

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: . . .
Read more

Setting proper downside risk expectations during market volatility 

This just in from FinancialPlanning: The Dow finished the day down by 1,032.95 points, or 4.15% at 23,849.23 — down 2,767 . . .
Read more

A Flaw with Bucket Strategies and Retirement Planning

The bucket strategy is designed to break a retiree’s assets into "buckets" based upon when those buckets are expected to . . .
Read more

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 . . .
Read more

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 . . .
Read more

Subscribe to our blog

Financial Industry News & Insights ⋅ Best Practices  Free Downloads & Templates  Webinars  And More...

By entering your email you expressly consent to receive email notifications of blog posts and other material related to us.