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Risk

Knowledge Base: Frequently Asked Questions About SmartRisk

Q: What does SmartRiskTM do?  A: SmartRisk uses a heavy-tailed model to provide more precise portfolio risk measurement, because the actual risk of big losses in client portfolios is much greater than the standard deviation calculation would suggest. SmartRisk doesn’t show what we think will happen; it’s what could happen. This more realistic estimate of risk allows advisors to have a conversation with the client in advance of the next downturn, and set reasonable expectations. In addition, once an advisor sees that much larger downside possibility, they can start looking for ways to mitigate the risk. 
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Tax

On-Demand Webinar, "Last Minute Tax Moves: What Advisors Need to Know"

Covisum is hosting a free webinar on December 5 at 11:00 a.m. Central Time where advisors can learn how to optimize year-end tax opportunities for clients. Your clients have until the end of the year to harvest from an IRA, execute a Roth conversion, or take a capital loss. Join Joe Elsasser, CFP®, President and Founder of Covisum for this timely discussion. 
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In The News

Forbes Finance Council: Three Reasons A Gig Economy Is Overvalued

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, suggests that despite a recent resurgence, the gig economy may not be nearly as beneficial for the individual or the company as previously suggested.  While a gig economy lowers fixed costs for businesses and provides more autonomy for people to do the work they want to do, the negatives far outweigh the benefits. Here's an excerpt:
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