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    New White Paper: The Extinction of the Nest Egg

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    New White Paper: The Extinction of the Nest Egg

    on November 18, 2019 | By Lauren Laferla, Director of Communications
    How Successful Advisors Are Adopting a Carton Approach Covisum’s new white paper, “The Extinction of the Nest Egg: How Successful Advisors Are Adopting a Carton Approach,” discusses a shift in the concept of a retirement nest egg to a carton approach. A modern retirement strategy actually reflects multiple income streams and how income is withdrawn can be tricky to navigate.
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    Live Webinar: Navigating Multiple Retirement Income Streams

    Marketing

    Live Webinar: Navigating Multiple Retirement Income Streams

    on November 15, 2019 | By Lauren Laferla, Director of Communications
    What Advisors Need to Account For Join Covisum® Founder and President, Joe Elsasser, CFP® on Wednesday, December 4, 2019 at 1:30 p.m. Central Time for a free webinar. Learn how to help your clients navigate multiple retirement income streams and how to create thorough retirement strategies that add value every step of the way.
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    Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting

    Video

    Vlog: Use the Covisum Software Suite in Your Follow-Up Client Meeting

    on November 12, 2019 | By Lauren Laferla, Director of Communications
    Follow-Up Client Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this video blog post, Joe walks us through how he uses the software in his follow-up client meeting to test possible solutions for the client's specific situation.
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    What October Swoon?

    Risk

    What October Swoon?

    on November 8, 2019 | By Peter Nash
    An Opportunity for a SmartRiskTM Assessment October has taken its lumps over the years with recurring discussions of the “October effect.” Perceptions, based on significant events like the “Black Monday” sessions in 1929 and 1987, have led investors to believe that historically, October tends toward negative returns more so than other months of the year. Statistically, over the long term, the October effect has not held true, indicating the bias is a largely a psychological one, but it remains a common moniker within the market, nonetheless.
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    Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting

    Video

    Vlog: Use the Covisum Software Suite in Your Initial Interest Meeting

    Initial Interest Meeting Have you ever wondered how Covisum President and Founder, Joe Elsasser, CFP® uses the software in his own financial planning practice? In this new video series, Joe shares his process and how he uses the Covisum software suite to add value in a variety of different client meetings. In this first video blog post, Joe walks us through an initial interest meeting with a prospective client.
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    Announcing: The New and Improved Tax Clarity

    Tax

    Announcing: The New and Improved Tax Clarity

    Current Subscribers Now Have Access to The New Tax Clarity Save and compare as many alternates as you want and experience our new, cleaner interface with easier data entry and a better user experience. Current Tax Clarity subscribers can view the new features and enter client data in the updated Tax Clarity by visiting portal.covisum.com. Log in using your original credentials.
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    Hidden Value: Year-End Tax Opportunities

    In The News

    Hidden Value: Year-End Tax Opportunities

    While this time of year can be a busy one for advisors and clients alike, it’s important for advisors to take a closer look at where clients are likely to end the year from a tax perspective. You won’t be able to take advantage of these opportunities after Dec. 31.
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    FinPlan Friday: End of Year Tax Moves

    Tax

    FinPlan Friday: End of Year Tax Moves

    Tax-Efficient Planning for the End of 2019 As 2019 winds to a close, it's important to evaluate where your clients are likely to end the year from a tax perspective. Learn which opportunities you should look out for this week in our FinPlan Friday discussion with Joe.
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    Exciting News—We're Moving!

    Culture

    Exciting News—We're Moving!

    We are moving! The Covisum team is growing rapidly and we are very excited to announce that we are moving to a bigger space to better serve our customers.
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