With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based Read more about Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools[…]
PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals. OMAHA, Neb. (Feb. 21, 2017) – Two companies are joining forces to offer financial advisors powerful risk analytics with retirement planning solutions. PrairieSmarts’ advanced risk management platform for financial services professionals has been acquired Read more about Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools[…]
Joe Elsasser, CFP®, RHU®, REBC® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on Financial-Planning.com in, “Social Security savviness still pays off.” From the article: Elsasser thinks that Social Security remains a valuable specialty. “I believe this is still a viable concentration area for advisers, particularly over Read more about Social Security strategies in 2017[…]
President-elect Donald Trump’s stunning win over Hillary Clinton was surprising indeed, but was it a black swan event? Read the whole interview with Ron Piccinini here. Make sure you sign up to receive the latest info about SmartRisk here.
Understanding capacity to absorb a big loss is one of the starting points in deciding investment strategy. A sensible way to look at this, is in terms of the size and frequency of losses a portfolio can be potentially exposed to, given the timeframe the investor is hoping to be rewarded in. Read More: Investors Read more about How indifferent are you to risk? – Investors Chronicle[…]