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    Hidden Value: How Do You Compare Two Financial Plans?

    In The News

    Hidden Value: How Do You Compare Two Financial Plans?

    Hidden Value is a new column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and their clients may not have considered. This week Joe tackles how to compare two financial plans.
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    Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

    In The News

    Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, touts the many benefits of choosing a niched financial practice. Niched financial practices have defined specifically which clients they will work with and what services they can provide to make them the best option for those clients. Choosing an advisor who focuses on your particular niche is crucial when it comes to understanding your specific needs and answering any questions you may have comprehensively.
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    ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

    In The News

    ThinkAdvisor: A Major Shift is Coming in How Advisors Use Fintech

    In a recent article for ThinkAdvisor, Covisum President, Joe Elsasser, CFP®, suggested that full integration will overtake open architecture as the theme of the next decade. When financial tech begins to provide full integration, it will enable greater efficiency and the ability to provide mass-customization processes in financial firms. Highly customized, quality advice will be more affordable to the mass affluent, while still adding value for the consumer.
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    ThinkAdvisor: Covisum's Advisor and Quant Discuss the 4% Rule

    In The News

    ThinkAdvisor: Covisum's Advisor and Quant Discuss the 4% Rule

    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 4% rule.
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    A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

    In The News

    A Closer Look at the New Tax Clarity Updates: Dependent Tax Credit

    At the beginning of April, Covisum rolled out four new features to the Tax Clarity® software. The new dependent tax credit feature allows advisors to demonstrate the impact of the revised dependent tax credit, including for dependents over the age of 16
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    Forbes Finance Council: The Truth About Portfolio Risk Exposure

    In The News

    Forbes Finance Council: The Truth About Portfolio Risk Exposure

    In a recent article for Forbes, Covisum President, Joe Elsasser, CFP®, addressed common misconceptions surrounding financial risk and the dangers of relying on an outdated financial risk model.
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    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    In The News

    Review This Checklist Before Hosting Your Next Financial Planning Seminar

    When done correctly, educational financial planning seminars are a great way to attract new clients. Start the planning process by reviewing this checklist and make your next seminar a success.
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