Covisum Blog

Hidden Value: How Do You Compare Two Financial Plans?

Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors . . .
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Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, touts the many benefits of choosing a niched . . .
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ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

In a recent article for ThinkAdvisor, Covisum President, Joe Elsasser, CFP®, suggested that full integration will . . .
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Social Security 'Break-Even' Calculations Can Be Misleading

According to CNBC, one key calculation to keep in mind, when deciding when to claim Social Security benefits, is the . . .
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Thriving Through Changing Times

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms . . .
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The Tailored Fit: Q&A

We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology . . .
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