Start Your Free Trial
Contact Us
Browse by topic
Search our blog
    The 7 books (and papers) everyone with an interest in financial tech should read

    Free Download

    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.
    Read
    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:
    Read
    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.
    Read
    4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

    In The News

    4 New Features in Tax Clarity Help Advisors Make an Impact for Their Clients

    Everyone in the financial services industry is talking about how the changes to the tax law will impact clients, and the most prepared advisors will be able to capitalize on this enormous opportunity. With Tax Clarity®, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way.
    Read
    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Free Download

    Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

    Your one-stop reference for tax acronyms, brackets and more Looking up tax brackets or what certain acronyms stand for can eat up a lot of time, interrupt your workflow and possibly even irritate clients during a meeting. Tax Clarity’s Quick Reference Guide organizes some of the most commonly needed items for holistic retirement planning all on a single, easy-to-read page, keeping you focused on your clients and their retirement plans.
    Read
    WealthManagement.com: Explain Risk To Clients Now

    In The News

    WealthManagement.com: Explain Risk To Clients Now

    Covisum President Joe Elsasser, CFP® recently contributed an article to WealthManagement.com, "Explain Risk To Clients Now," discussing how clients often have unrealistic downside expectations and some of the possible investment mistakes that can be made without properly analyzing their portfolio. He answers questions about effectively estimating a client's risk, what clients need to know about risk, how much a portfolio could lose in a particular period, diversification, and historical portfolio data. Here's and excerpt:
    Read
    ThinkAdvisor: Covisum's advisor and quant discuss cryptocurrencies and financial planning

    In The News

    ThinkAdvisor: Covisum's advisor and quant discuss cryptocurrencies and financial 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. The most recent installment was published today, "The Advisor and the Quant: Cryptocurrencies and Financial Planning." In this edition, we asked both Joe and Ron what role will cryptocurrencies, like Bitcoin, play in financial planning strategies in the future?
    Read
    Throw CPAs a Life Jacket

    In The News

    Throw CPAs a Life Jacket

    Americans are inundating CPAs with questions about how the recently passed tax law will impact them. But most CPAs make their living off businesses and business owners with complex and time-consuming concerns, not the middle-income retirees calling with questions.
    Read

    Stay Connected

    Access industry news, expert insights, best practices, free downloads and more.

    444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

    Contact Us

    SOC 2 T2 Logo

    © 2010 – 2025 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. Terms and Conditions | Privacy Policy