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Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

Your one-stop reference for tax acronyms, brackets and more Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting. Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.
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In The News

WealthManagement.com: Explain Risk To Clients Now

Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com, "Explain Risk To Clients Now," discussing how clients often have unrealistic downside expectations and some of the possible investment mistakes that can be made without properly analyzing their portfolio. He answers questions about effectively estimating a client's risk, what clients need to know about risk, how much a portfolio could lose in a particular period, diversification, and historical portfolio data.  Here's and excerpt: 
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In The News

ThinkAdvisor: Covisum's advisor and quant discuss cryptocurrencies and financial planning

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. The most recent installment was published today, "The Advisor and the Quant: Cryptocurrencies and Financial Planning."  In this edition, we asked both Joe and Ron what role will cryptocurrencies, like Bitcoin, play in financial planning strategies in the future?
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In The News

Throw CPAs a Life Jacket

Americans are inundating CPAs with questions about how the recently passed tax law will impact them. But most CPAs make their living off businesses and business owners with complex and time-consuming concerns, not the middle-income retirees calling with questions.
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In The News

ThinkAdvisor hears from the advisor and the quant: Using a Market Correction to Build Client Trust

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic – one from an academic, the other from a practicing financial advisor. The most recent installment was published today, "The Advisor and the Quant: Using a Market Correction to Build Client Trust." In this edition, we asked both Joe and Ron to discuss how to help clients deal with market volatility.
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