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    15 Shareable Facts for Financial Advisors to Stress Patience to Clients

    Practice Management

    15 Shareable Facts for Financial Advisors to Stress Patience to Clients

    When market volatility strikes, it is normal for investors to grow anxious about their holdings. But market swings and economic downturns are a normal part of investing. Trouble only starts to develop when investors make impulse decisions and overreact to these market swings. Although it can seem counterintuitive to some investors, the best response to a stock market plunge is to sit tight, avoid drastic decisions, and patiently wait for the market to rebound. By sticking to a set investing strategy, they can wait out this market volatility and protect their holdings until markets stabilize and the economy recovers. If you’re looking for some extra support to encourage clients to stick to their strategy, here are 15 charts and facts that will help keep their eyes on the long run.
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    FinPlan Friday: Debt in Down Markets

    Risk

    FinPlan Friday: Debt in Down Markets

    Down Markets and Debt While some experts will insist that debt in retirement is never beneficial, debt can have a positive impact on a retirement strategy at times. During a market dip, debt can help retirees avoid tapping into their portfolio, which needs time to recover. Additionally, if a retiree is planning on making a large purchase, there can be significant tax benefits by financing. Learn more about debt in down markets in our FinPlan Friday conversation with Joe.
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    Hidden Value: Tax Opportunities Created by Market Downturn

    In The News

    Hidden Value: Tax Opportunities Created by Market Downturn

    This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, talks about how the recent market downturn and the new CARES Act have created some unique financial planning opportunities.
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    Advisor Anecdotes: Scheduling Virtual Client Meetings

    Video

    Advisor Anecdotes: Scheduling Virtual Client Meetings

    Covisum Founder and President, Joe Elsasser, CFP®, is also practicing financial advisor. In our new vlog series, Advisor Anecdotes, Joe will offer his unique perspective on current events, practice management best practices, financial technology, and everything in-between. Episode One: Scheduling Virtual Client Meetings
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    Five Reasons You Should Offer a Taxes in Retirement Webinar

    Marketing

    Five Reasons You Should Offer a Taxes in Retirement Webinar

    Around the world, normal business operations have been disrupted. Financial advisors face the same struggles as everyone else. Social distancing has made it impossible to hold in-person client meetings, and advisors who host educational seminars to find new prospects have been unable to do so. But with change, good or bad, opportunities arise. This new environment has created an opportunity to try educational webinars. Webinars can be just as effective as in-person seminars to help you attract prospects, if you do them correctly.
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    NEW “Taxes in Retirement” Marketing Kit

    Marketing

    NEW “Taxes in Retirement” Marketing Kit

    You’ve got retirees to help—we’ve got you! We know that times are really tough for a lot of people, especially our older population. That’s why we are giving our Tax Clarity® subscribers some new resources for free. We've created an extensive marketing kit with downloads, templates and videos to help you communicate with clients and prospects.
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    FinPlan Friday: Tax Techniques for Down Markets

    In The News

    FinPlan Friday: Tax Techniques for Down Markets

    Planning Options in a Down Market Now that we’re in a bear market, there are a few techniques advisors can use to alleviate the burden on clients. Roth conversions are going to be particularly valuable because the funds will recover tax-free. Doing Roth conversions can spread out the tax liability earlier in retirement. Right now, there are no required minimum distributions under current rules for Roth IRAs, so it’s a good time to consider accelerating off Roth IRA and Roth conversions. Learn more about the best tax techniques for down markets in our FinPlan Friday discussion with Joe.
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    Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

    In The News

    Hidden Value: Tax-Aware Retirement Planning Is Not ‘Tax Advice’

    This week in his Hidden Value column for ThinkAdvisor, Joe Elsasser, CFP®, discusses the difference between tax-aware retirement planning and "tax advice," and why advisors can, and should, talk taxes with clients.
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    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    Marketing

    On-Demand Webinar: Opportunities For Roth Conversions With Tax Clarity

    It's one thing to hear Covisum tell you how great Tax Clarity® is, but wouldn't it be helpful to hear directly from another advisor who is using it in their practice? Watch this webinar presented by Tax Clarity subscriber David Lloyd, CFP® and Covisum® Founder and President, Joe Elsasser, CFP® to see a case study highlighting some real-life opportunities for clients through Roth conversions.
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