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    3 Questions that Make Creating a Retirement Investment Strategy Easier

    In The News

    3 Questions that Make Creating a Retirement Investment Strategy Easier

    Crafting a retirement investment strategy can be a daunting task for many people, even when they have a great financial advisor. Between the financial goals being set and the possible scenarios being accounted for through retirement planning, it’s easy for your clients to become overwhelmed and disoriented.
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    A closer look at the new Tax Clarity updates: self-employment tax

    In The News

    A closer look at the new Tax Clarity updates: self-employment tax

    At the beginning of April, Covisum rolled out four new features to our Tax Clarity® software. The new self-employment tax calculates the impact of paying both the employee and the employer's share of Social Security and Medicare taxes for self-employed clients.
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    ThinkAdvisor: Covisum's advisor and quant discuss how to manage sequence of returns risk in retirement planning

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss how to manage sequence of returns risk in retirement planning

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How do you manage sequence of returns risk in retirement planning?" In this edition, Joe and Ron discuss how to protect clients from a down market in the crucial early withdrawal years. Joe's response included:
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    Investors Chronicle highlights SmartRisk

    In The News

    Investors Chronicle highlights SmartRisk

    Investors Chronicle published an article, "Alpha Portfolios: Appreciating Real Tactical Risk" by James Norrington on April 13, 2018.
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    The 7 books (and papers) everyone with an interest in financial tech should read

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    The 7 books (and papers) everyone with an interest in financial tech should read

    In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with an interest in the financial tech industry. As you know, this is evolving. Financial advisors, finance students, and those working in fintech can benefit from this reading list.
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    ThinkAdvisor: Covisum's advisor and quant discuss the impact of tax reform on investment portfolios

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss the impact of tax reform on investment portfolios

    In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. Check out the most recent installment, "How New Tax Law Affects Investment Portfolios." In this edition, we asked both Joe and Ron what kind of impact tax reform has on investment portfolios. Joe's response included:
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    Covisum Rolls out Big Changes to Tax Clarity® Software

    In The News

    Covisum Rolls out Big Changes to Tax Clarity® Software

    Updates will guide advisors through the 2017 Tax Cuts and Jobs Act OMAHA, Neb. (April 17, 2018)– Today, Covisum announced major changes to its Tax Clarity® software. The upgrade supports financial advisors as they navigate the 2017 Tax Cuts and Jobs Act. With these software changes, advisors can help their clients visualize the new tax landscape and make better decisions about which income streams to use at particular points in retirement.
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