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    Announcing the Second-Annual President’s Award Winners

    The Covisum team is comprised of several talented people with diverse backgrounds and expertise who make the business better than any one person could do on their own. Covisum recently hosted an event to celebrate our greatest asset, our employees. At the event, Founder and President, Joe Elsasser, CFP® presented the second-annual Covisum President’s Awards.


    Live Webinar—Roth Conversions: The Secret to Success

    As the markets continue to recover smart advisors are looking for opportunities to convert part of a traditional IRA into a Roth IRA. There are some significant long-term tax benefits for those who convert to Roth. The recovery will be tax-free, and smaller Roth conversions early in retirement can reduce later RMDs, spreading out the tax liability more evenly throughout retirement.  Join Covisum Founder and President, Joe Elsasser, CFP®, for a live webinar on Wednesday, July 29, 2020, at 1:30 p.m. CT titled, Roth Conversions: The Secret to Success.

    3 Steps for Marketing Your Financial Planning Practice in 2020

    Helping advisors grow their business is why we’re in business. That’s why we provide practice management and marketing resources. Creating a marketing strategy is a key component for the success of your business. In this changing era of constant communication and instant notification, marketing is more important than ever before. But, where do you start?


    FinPlan Friday: What You Need to Know About RMDs

    New Guidance from the IRS On June 24, 2020, the IRS released Notice 2020-51. The notice allows advisors to fix required minimum distributions (RMDs) that came out of client accounts before the passage of the CARES Act earlier this year.  Learn more about the recent RMD changes in our FinPlan Friday conversation with Joe.

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    Roth Conversion Cheat Sheet For Financial Advisors [Free Handbook]

    As markets recover, converting part of a client's traditional IRA into a Roth IRA can offer significant long-term tax benefits. Any of the recovery would be tax-free. In addition, smaller Roth conversions early in retirement can reduce later RMDs, spreading out the  tax liability more evenly throughout retirement. So, we've gathered everything you need to know about Roth conversions into one place to make it easier for you to help clients take advantage of this strategy. 


    FinPlan Friday: Are You Using Quality Risk Metrics?

    Better Risk Discussions The current market volatility is a good reminder about the importance of making a good estimation of the downside risk that is inherent in our clients’ portfolios. Using quality risk metrics allows advisors and clients to practice and prepare for a down market, so the client isn't tempted to pull their investments when the market gets rough. Learn more about how to have better risk discussions in our FinPlan Friday conversation with Joe.


    Live Webinar: Marketing Your Practice During COVID-19

    Refine Your Marketing  Around the world, normal business operations have been disrupted. It has never been more important to refine your marketing process and tailor your messaging to make sure you’re reaching the right audience. On Tuesday, May 19, 2020, at 1:30 p.m. Central Time a live panel of marketing experts will show you how you can adjust your marketing and reach your prospects during a time of change and uncertainty. Meet the panel.

    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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