HOT TOPICS
#10 “You Can Replace The Bonds In The Traditional 60/40 Portfolio With Gold And It Makes No Difference” – Meb Faber Research
If you read the headline of this article, you probably have the same thought as everyone else: “No CHANCE” Meaning,…
The Holy Grail of Income Planning
When it comes to retirement planning, financial expertise alone isn’t enough. Today’s clients are looking for more than just numbers.…
Introducing Covisum Conversations
At Covisum, we’re always looking for ways to equip financial advisors with the tools, insights, and connections they need to…
Lenovo IdeaPad 5i 2-in-1 Review: Barely Squeaking By
The keyboard and touchpad are often compromises made on budget laptops, and the same is true here. The keys feel…
What the 2025 Trustees Report Really Means for Your Clients’ Retirement Plans
Each year, the Social Security Trustees Report provides a snapshot of the health of the trust funds that support benefits…
It’s a small world, after all!
If the title of this post sounds familiar, it is because is one of Disney’s most iconic rides, one that…
Q2 2025 CCP volumes and share in CRD and FXD |
This blog reviews central counterparty (CCP) volumes and market share for cleared credit derivatives (CRD) and FX derivatives (FXD) in Q2…
SEO and digital marketing strategy- Maximize Your SEO Success
In the ever-evolving world of digital marketing, staying ahead of the competition is crucial. Businesses need reliable tools to optimize…
Musings on Markets: Sovereign Ratings, Default Risk and Markets: The Moody’s Downgrade Aftermath!
I was on a family vacation in August 2011 when I received an email from a journalist asking me what…
The Power of Human Ingenuity
Number of employees at public companies is calculated based on data provided by Morningstar, which is sourced from public companies…





































