5 Resolutions You Should Make for 2019 to Grow your Business

As we wrap up 2018 and launch into 2019, now is the perfect time to start thinking about how to strategically grow your financial planning practice. Here are five resolutions you should make for 2019 to help your business grow.  


Posted in FinancialPlannng, financial advisor, Advisor, Financial Planning, niche, Grow your business, FinTech, Free Download, Marketing Strategies

Knowledge Base: Frequently Asked Questions About SmartRisk

Q: What does SmartRiskTM do? 

A: SmartRisk uses a heavy-tailed model to provide more precise portfolio risk measurement, because the actual risk of big losses in client portfolios is much greater than the standard deviation calculation would suggest. SmartRisk doesn’t show what we think will happen; it’s what could happen. This more realistic estimate of risk allows advisors to have a conversation with the client in advance of the next downturn, and set reasonable expectations. In addition,


Posted in SmartRisk, portfolio volatility, portfolio risk, Advisor, FAQ

Technology Tools for Today: Covisum Tools Make It Easy

Covisum tools make it easy to provide Social Security advice, model future tax situations and give more realistic estimates of downside portfolio risk

Recently, Bob Veres spoke with Covisum Founder and President, Joe Elsasser, CFP®. Here's the recap published in Technology Tools for Today.

Why does Covisum focus on providing tools for financial advisors who specialize in pre-retirement and retirement planning?

Posted in In The News, Joe Elsasser, Tax Clarity, Social Security Timing, SmartRisk, financial advisor, Advisor

Forbes Finance Council: Why Your Financial Advisor Should Tell You What You Need To Hear-Not What You Want

In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, highlighted the benefits of choosing a planning-oriented advisor who will encourage you to make smarter financial decisions.

Planning-oriented advisors are particularly adept at seeing the big picture. They ask their clients the tough questions to help them see the impact of every financial decision and how those decisions impact long-term financial goals.  


Posted in Forbes, Joe Elsasser, financial advisor, Advisor, Clients

ThinkAdvisor: Covisum's advisor and quant discuss the benefits and risks of ESG investing

Posted on June 14, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the benefits and risks of ESG investing.


Posted in The Advisor & The Quant, ThinkAdvisor, Quant, Advisor, In The News, Ron Piccinini, PhD, Joe Elsasser

ThinkAdvisor: Covisum's advisor and quant discuss how to plan for health care costs in retirement

Posted on June 12, 2018

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 to Plan for Retiree Health Care Costs." 

This week, we asked Joe and Ron how to plan for health care expenses in retirement. 


Posted in ThinkAdvisor, Advisor, Quant, The Advisor & The Quant, Ron Piccinini, PhD, Joe Elsasser, Retirement

Join us for a live demonstration of Tax Clarity

Covisum's mission is to improve lives through better decisions. Advisors and financial institutions rely on us to help them guide their clients to make the best financial decisions. That's why we create software and reports that visually illustrate the value of a good decision. Advisors can quickly recognize and identify opportunities to save their clients from leaving significant money on the table.  

Learn more about how we can support you and your business at one of our upcoming live


Posted in New Tax Law, Tax Law, Features, Grow your business, Advisor, Clients, Financial Planning, Demo, Webinar, Support, Training, Tax Reform, Tax Map, Tax Clarity, Tax, Software Programs