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Covid-19 Archives | Page 2 of 2 | Wealthspire Advisors | Page: 2

scams

Scams, Schemes, and Spoofs: A Pandemic Within a Pandemic

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To say that Coronavirus has dominated our minds and headlines these past few weeks is an understatement. While most people are worried about their physical and financial health, fraudsters are opportunistically preying on that fear. So, it is more important than ever to be vigilant and aware of various ways hackers can take advantage of you during these uncertain times. Here are some of the recent threats we’ve been seeing and best practices for protecting your identity and money. Cybersecurity Threats Phishing Attacks Phishing usually involves an email or social media post that includes a link or attachment. Scammers are…
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education transitions

How is Special Education Impacted by COVID-19?

Video
How are special education services affected by the Coronavirus and social distancing? What can parents expect during this time? As a follow-up to the first installment of our series on special needs and special education planning, SVP of Trusts & Estates Nicole Hart sat down again with Marion Walsh, partner at Littman Krooks, LLP to discuss these common concerns and more. In case you missed it, please also see Marion’s recent post on tips for families in the wake of Coronavirus, as well as this post by the Special Education Legal Fund (SELF) with links to useful NY and CT-related…
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CARES Act

Details of Newly Passed CARES Act: Welcome Relief Plus Planning Opportunities

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The Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law on March 27, 2020 and provides $2.2 trillion in stimulus to help the economy recover from the dramatic changes brought on by the COVID-19 pandemic. The Act is designed to offer individuals and businesses significant flexibility to recover from the anticipated recession as parts of the economy are forced to slow or shut down. Details of the Act’s provisions concerning individuals and small businesses are included in the sidebar. To put this into context, this $2.2 trillion is sizable relative to the $20 trillion United States GDP…
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Recent Market Volatility and Satellite Fixed Income

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Our core Fixed Income managers invest in high credit quality sectors such as investment grade municipal and corporate bonds, U.S. Treasury securities, and Government Agency Mortgage Back Securities (MBS). However, many additional fixed income securities exist, primarily of lower credit quality. We call these securities and the managers that invest in them “satellite” fixed income. Two of the largest and best known of these satellite fixed income sectors include High Yield bonds and Bank Loans (aka Leveraged or Senior Loans). The first graph below shows the Yield on the High Yield Index vs. U.S. Treasuries, the “spread”. Please note that…
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Recent Market Volatility and Municipal Bond Markets

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You may have seen a couple of notes from us over the past few weeks discussing markets and COVID-19. To break up the tone and for additional perspective, we thought it worthwhile to relay what we are hearing from our investment managers. Below are just a couple observations from the many conversations we are having with municipal bond managers about recent volatility in the investment grade muni space. The response was fairly consistent across the board and broke down into liquidity, valuation, and credit quality. Liquidity One manager mentioned that prior to a few weeks ago, municipal bond mutual funds…
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markets coronavirus

Markets and the Coronavirus: Frequently Asked Questions

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Since the end of February, we have seen news around the Coronavirus, which was first discovered in China in early January, continue to emerge at a fast and furious pace. As cases of the virus have been diagnosed around the world, U.S. and global markets have responded sharply to what they view as a potential slow-down related to spread of the disease. Several weeks ago, market observers generally laid out a simplistic 3 scenario model from best to worst case in determining how the impact from the Coronavirus would transpire. While previously those observers were leaning in a more optimistic…
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