Covisum Blog

On-Demand Webinar:  Structural Integrity in your Financial Plans

Are you frustrated with outputs from multiple sources in your tech stack that don't agree? Many advisors have a tech . . .
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FinPlan Friday: Avoiding the "Tax Torpedo"

FinPlan Fridays In our new video blog series, FinPlan Fridays, Covisum® Founder and President, Joe Elsasser, CFP®, will . . .
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Forbes Finance Council: Clearing Up Misconceptions About Social Security

Clearing Up Misconceptions About Social Security In a recent article for Forbes Finance Council, Covisum Founder and . . .
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CNBC: Relying on your Spouse as Role Model for Money Could be Trouble

 A recent CNBC survey found that women are more likely than men to rely on their partner when it comes to finances. . . .
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Forbes Finance Council: Understanding Financial Risk

Why You Shouldn't Just Focus On The Probability Of Success In a recent article for Forbes Finance Council, Covisum . . .
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CNBC: Advisors help clients tackle the complexities of Social Security

Americans nearing retirement have a lot of questions and anxiety about the Social Security program.  According to a . . .
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CNBC: Experts Weigh-In on New Social Security Proposal

Recently Nobel laureate and behavioral economist Richard Thaler suggested that individuals should be allowed to use their . . .
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On-Demand Video: Open Architecture is Dead

Our Founder Shares the Future of Fintech Recently Covisum Founder and President Joe Elsasser, CFP®, presented "Open . . .
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Hidden Value: Probability of Success vs. Consequence of Failure

Hidden Value is a column in ThinkAdvisor where Joe Elsasser, CFP®, answers common questions with insights advisors and . . .
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